Assets Under Management
$541.4M
Number of Clients
1,175
Number of Advisors
12
Average Client AUM
$461K
AUM per Advisor
$45.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Plan Group Financial, Inc. offers investment management services based on client goals, objectives, time horizon, and risk tolerance. They also provide financial consulting services on topics like risk assessment, investment planning, and financial decision-making. They may use third-party managers and offer retirement plan consulting services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees above $5,000,001 are negotiated, using the previous tier's rate as a starting point.
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114