Life Planning Agency, Inc. offers investment advice to help clients meet their financial goals. They focus on securities traded on national and international exchanges, primarily recommending US-based investments. They tailor their advice to each client's individual needs, whether it's retirement planning, education funding, or generating income. They also provide investment advice to pension and profit-sharing plans and charitable organizations.
Assets Under Management$4.1M
Clients20
Advisors1
Avg. per Client$210K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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