Portfolio Management & Planning, Inc. provides investment advice to help clients meet their long-term investment goals. They invest client assets in stocks, mutual funds, bonds, CDs, and other financial assets agreed upon with the client. Investment plans are designed based on discussions with each client, outlining their financial goals, investment objectives, and risk profile. Clients can specify companies or industries they don't want to own.
Assets Under Management$95M
Clients28
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The fee structure for the company is generally non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...