Asset Planning Services INC
Assets Under Management
$345.7M
Number of Clients
160
Number of Advisors
2
Avg. Portfolio per Client
$2.2M
Avg. Managed per Advisor
$172.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Asset Planning Services provides financial and estate planning advice, investment management, business consulting, accounting, and tax return preparation. The firm manages investment accounts, mostly on a discretionary basis. They work with individuals, retirement plans, trusts, estates, corporations, and other business entities, primarily in the Gulf South region.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
A flat dollar fee may be proposed in certain instances, particularly for Business Planning, Financial Planning, Retirement Planning Services, Accounting, or Tax Return Preparation. Fees are negotiable.
Fee Estimator
Areas of Practice
Location
509 W. 21st Avenue, Covington, LA, 70433