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.
Assets Under Management$440M
Clients535
Advisors3
Avg. per Client$820K
Avg. per Advisor$150M
www.essential-planning.com ·www.linkedin.com/company/essential-planning-llc ·www.youtube.com/channel/ucrmalo-402zc6hediugm6ba
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...