Personal Money Planning is a fee-only firm that helps people reach their goals through financial planning, investment advice, and investment management. They work directly for their clients and do not sell products for commission. They offer ongoing advisory and investment management, as well as hourly consulting for investment or financial planning advice. They are not knowledgeable in cross-border issues.
Assets Under Management$120M
Clients216
Advisors3
Avg. per Client$540K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.55% |
| $150K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Personal Money Planning may choose to combine household accounts into one “portfolio” for the purpose of fee calculations. At no time will the annual fee exceed 2% of assets under management for investment management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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