The Planning Center provides investment advisory services and financial planning through its Capstone Wealth Program™. The firm meets with clients to discuss their financial situation, helps them define their goals, and makes recommendations. The Planning Center primarily uses mutual funds and exchange-traded funds (ETFs) in client portfolios but may also accommodate client requests for other securities. The firm may also provide tax planning and preparation services to certain clients.
Fee Structure
The Planning Center's Capstone Wealth Program™ charges an annual fee based on a percentage of your net worth and adjusted gross income. The fee is determined when you sign an agreement and won't change if your net worth or income fluctuates. Fees are payable quarterly in advance and rounded to the nearest $250. There is a $7,500 minimum annual fee.
