Planned Solutions offers discretionary portfolio management and comprehensive financial planning services. The firm builds portfolios using model asset allocations tailored to a client's risk tolerance, time horizon, and goals, primarily utilizing mutual funds, exchange-traded funds, and individual securities. In addition to managing investments, Planned Solutions provides financial planning covering retirement, tax strategies, insurance, estate planning, and education funding. The firm also offers standalone tax preparation and advisory services through retainer and hourly engagements. Planned Solutions primarily serves individuals, high-net-worth clients, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees are negotiable on a client-by-client basis depending on account complexity, asset size, and other factors.