Michael Miles

Variplan does not manage investment portfolios directly or charge fees based on the size of your portfolio. Instead, investment advice is delivered as part of the Vantage annual planning package, which charges a fixed fee based on the complexity of your situation, the number of accounts, and how often you want portfolio reviews. New client fees currently start at $1,260 per year for a single account with one annual review, and can be around $3,080 per year for five accounts with two reviews. There is also a one-time setup fee ranging from $570 to $1,500. Through an optional program called the Vantage Account Management Assistance Program, available for accounts held at Charles Schwab, Variplan can assist in directing trades on your behalf at no additional cost.