Asset Planning Inc. offers financial planning and investment management services to individuals, families, trusts, estates, and businesses. They help clients define financial objectives and develop strategies to achieve them, including investment management, tax planning, and retirement planning. Asset Planning Inc. is compensated solely by client fees and does not receive commissions.
Assets Under Management$550M
Clients373
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Depending on the size of the account, fee breakpoints may be given on accounts over $500,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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