PDS Planning provides customized financial planning reports and investment advice. They analyze your financial situation, goals, and risk tolerance to create a plan covering areas like retirement, investments, taxes, estate, insurance, and education funding. PDS also manages investment portfolios, selecting investments based on your objectives. They primarily offer services on an annual fixed fee basis, but some legacy clients pay a percentage of assets managed.
Assets Under Management$1.8B
Clients607
Advisors11
Avg. per Client$3M
Avg. per Advisor$160M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are primarily limited to grandfathered accounts, although an exception can be made at PDS’ discretion. The fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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