Plan Ahead Financial Management, Inc. offers asset management and financial consulting services. These services include cash flow management, budgeting, debt liquidation, retirement, insurance consulting, and estate planning. The firm develops investment strategies tailored to each client's financial goals and needs, implementing these strategies on a discretionary basis. Plan Ahead Financial Management monitors client accounts daily and provides quarterly reports.
Assets Under Management$56M
Clients61
Advisors2
Avg. per Client$910K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1M+ | 0.57% |
Fees are not negotiable, but Plan Ahead Financial Management reserves the right to reduce or waive fees in certain situations. Fees are calculated on average assets during the quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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