Nine Inning Finance
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Nine Inning Finance, LLC offers financial planning services, providing advice on cash flow and budgeting, funding education, retirement, risk management, estate planning, and charitable giving. They also provide periodic educational workshops. The firm does not have discretionary authority or custody of client funds.
Fee Structure
Nine Inning Finance charges a fee range of $5,000 - $7,500 for the initial financial plan, which commences immediately after the fee is paid and continues through the initial 6-month period. Thereafter, clients may engage in their annual service billed semiannually in advance at a flat rate of $1,250 - $1,500 on a recurring basis. A few legacy clients incur a fee ranging from $150 to $600 per quarter, charged in arrears. Workshop attendees may be assessed a fee up to $20,000.
Areas of Practice
Location
MD, United States