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

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.75%
$100K - $250K1.50%
$250K - $1.0M1.25%
$1.0M - $2.0M0.75%
$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
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Location

500 Market Street, Unit 1D, Portsmouth, NH, 03801

3 Advisors at this firm