Mark Sheptoff Financial Planning provides investment management and financial planning services. Investment management is non-continuous and based on individual client needs. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Consulting services are also available for specific financial topics. Implementation of financial plan recommendations is at the client's discretion.
Assets Under Management$430M
Clients236
AdvisorsN/A
Avg. per Client$1.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.