The Planner's Edge offers financial planning and investment management services tailored to individual client needs. Their services include the Serious Money Approach™, which covers various aspects of financial life, from conversations and thinking systems to strategy and portfolio management. Clients can contract for portfolio management services or individual components of the Serious Money Approach™.
Assets Under Management$180M
Clients213
Advisors3
Avg. per Client$840K
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
Fees are negotiable at The Planner's Edge's sole discretion. All clients do not pay the same fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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