Strategic Planning Group offers investment management and financial planning services to individuals, high-net-worth individuals, and businesses. Investment strategies are tailored to each client's goals and risk tolerance. Strategic Planning Group may use sub-advisors to manage client assets. Strategic Planning Group also offers qualified plan consulting services and seminars/workshops.
Assets Under Management$810M
Clients1,416
Advisors6
Avg. per Client$570K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.55% |
| $1M+ | 1.35% |
Annual fee is negotiable; accounts within the same household may be combined for a reduced fee. Where SMA managers are used the total combined fee will not exceed 2.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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