Portland Financial Planning Group provides comprehensive financial planning and investment management services tailored to individuals and families, including high net worth clients. Founded in 1998 and operating as a registered investment advisor, Portland Financial Planning Group is legally required to act in your best interest at all times. The firm offers advisory relationships structured primarily on an annual retainer fee basis, combining financial planning with ongoing portfolio management. Portfolios are built using low-cost index funds, mutual funds, exchange-traded funds, and individual fixed income securities, focusing on long-term asset allocation and cost control. Portland Financial Planning Group offers both discretionary and non-discretionary portfolio management, meaning clients can either delegate daily trading decisions or approve each trade before execution.
Fee Structure
Portland Financial Planning Group includes investment management as part of its annual retainer fee, which generally ranges from $6,500 to $25,000 per year. While quoted as a fixed annual retainer, estimated fees scale with net worth approximately as follows:
- First $1,000,000 of net worth — 0.65%
- Next $3,000,000 of net worth — 0.40%
- Thereafter — 0.225%
The minimum annual fee for new clients is $6,500. Fees are invoiced quarterly in advance and can be automatically deducted from your account.