Plancorp offers investment management, comprehensive financial planning, family office services, retirement plan advisory, and exit strategy planning for business owners. Plancorp's investment approach is based on Modern Portfolio Theory, emphasizing diversification across asset classes. They work with individuals, trusts, estates, charitable organizations, and corporations.
Assets Under Management$7.3B
Clients1,578
Advisors41
Avg. per Client$4.6M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $45.0M | 0.40% |
| $45.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fees are negotiable. Many clients have grandfathered fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
41 Advisors at this firm
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