Assets Under Management
$26.3M
Number of Clients
17
Number of Advisors
1
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$26.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Planned Futures Financial Group connects clients with independent professional money managers to manage their investments. Planned Futures Financial Group monitors these managers and provides portfolio analysis. They also offer advice on financial planning, taxation, and trust services, including estate planning. Planned Futures Financial Group does not offer initial public offerings (IPOs).
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.80% |
Fees are negotiable in some cases based on certain criteria (historical relationship, related accounts, negotiations with clients, benevolence, etc.). Investment Management firms placed on Planned Futures Financial Group’s Privately Managed Account Platform will charge a fee for services which are in addition to Planned Futures Financial Group’s management fees. Fees for each management firm specific for Planned Futures Financial Group clients are as follows: Pring Turner Capital Group: 0.50%, Peak Capital Management: <$10,000,000: 0.35%, >$10,000,000: 0.25%, 3EDGE Asset Management: <$10,000,000: 0.60%, $10,000,000-$49,999,999: 0.50%, >$50,000,000: 0.40%, Stack Financial Management: <$750,000: 1.15%, $750,000-$1,249,999: 1.00%, $1,250,000-$2,999,999: 0.80%, $3,000,000-$4,999,999: 0.70%, $5,000,000-$10,000,000: 0.60%
Fee Estimator
Areas of Practice
Location
19550 Soaring Wing Drive, Colorado Springs, CO, 80908