Strategic Planning Corporation
Strategic Planning Corporation is a registered investment advisor based in North Carolina, offering personalized financial planning, investment consulting, and assistance with selecting third-party money managers. Founded in 1986, Strategic Planning Corporation helps individuals, families, corporations, and trusts navigate retirement planning, education funding, tax strategies, and estate planning. Rather than managing investment portfolios directly, Strategic Planning Corporation helps clients design diversified investment strategies and can recommend third-party investment managers to handle daily portfolio management. Additionally, team members maintain separate licenses to provide legal, insurance, real estate, and tax preparation services.
Fee Structure
Strategic Planning Corporation does not manage investment portfolios directly, so they do not charge a percentage-of-assets fee for portfolio management. Instead, they help clients select third-party money managers who charge their own separate fees, or they offer project-based investment advisory services.