Essential Planning, LLC
Assets Under Management
$439.7M
Number of Clients
535
Number of Advisors
3
Avg. Portfolio per Client
$822K
Avg. Managed per Advisor
$146.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Essential Planning offers personalized financial planning and investment management. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance planning, investment management, education funding, retirement planning, and estate planning. Investment advice is provided, with the client making the final decision on investment selection. Essential Planning does not act as a custodian of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees may be negotiable based on various factors.
Fee Estimator
Areas of Practice
Location
500 Market Street, Unit 1D, Portsmouth, NH, 03801