Asset Planning Services is a financial advisory firm specializing in financial and estate planning. They offer investment management, business consulting, accounting, and tax preparation services. The firm manages investments and provides advice. Clients include individuals, retirement plans, trusts, estates, corporations, and other business entities, primarily in the Gulf South region.
Assets Under Management$370M
Clients148
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. A flat dollar fee may be proposed in certain instances, particularly for Business Planning, Financial Planning, Retirement Planning Services, Accounting, or Tax Return Preparation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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