Pollock Planning Associates offers investment management on a discretionary basis and financial planning services. Pollock Planning will determine a client's investment objectives and allocate assets accordingly, providing ongoing supervision. Financial planning services cover tax, estate planning, and insurance. Pollock Planning may recommend other professionals, but clients make all final decisions.
Assets Under Management$160M
Clients66
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Pollock Planning may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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