Financial Planning Concepts (FPC) provides personalized financial planning and investment management services. FPC helps clients determine their financial objectives, plan for taxes, assess insurance needs, manage investments, plan for college, plan for retirement, and plan their estate. FPC is a fee-only firm, meaning it doesn't sell commissioned products or accept commissions.
Assets Under Management$22M
Clients9
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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