Planned Solutions, INC.
Assets Under Management
$540.0M
Number of Clients
780
Number of Advisors
6
Avg. Portfolio per Client
$692K
Avg. Managed per Advisor
$90.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Planned Solutions manages investment portfolios using model asset allocations tailored to client risk tolerance and goals. They also offer financial planning services covering retirement, tax, insurance, estate, and education planning. Clients work with their attorney, accountant, and other advisors to implement the plan. Planned Solutions does not implement or monitor financial plans.
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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 may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location
1130 Iron Point Road #170, Folsom, CA, 95630-8310