Asset Planning Services is a registered investment advisor founded in 1979, located in Covington, Louisiana. The firm specializes in comprehensive financial and estate planning, investment portfolio management, business consulting, accounting, and tax return preparation services. Asset Planning Services acts as a registered investment advisor and is committed to operating in its clients' best interests. The firm primarily serves individuals, retirement plans, trusts, estates, and corporations, with a strong concentration in the Gulf South region alongside clients nationwide. About half of the firm's time is dedicated to managing investment accounts, mostly on a discretionary basis where the firm makes trades on behalf of the client, while the remaining half focuses on financial planning, accounting, and tax preparation. Asset Planning Services charges fees based on a percentage of the portfolio value or through flat rates, and receives no commissions or outside payments from product providers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50% of monitored portfolio assets. Fees are negotiable.