Financial Planning Services, owned by Stephen L. Gray, provides investment advisory and financial planning services to individuals. Services include portfolio evaluation, asset allocation recommendations, specific asset recommendations, retirement planning, higher education funding, life insurance planning, and estate planning. The firm primarily recommends individual equities, individual fixed income securities, no-load mutual funds, and ETFs. Advisory services are tailored to each client's goals, timeframe, and risk tolerance.
Assets Under Management$110M
Clients44
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fee structure is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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