Common Cents Planning manages investment portfolios and provides financial planning services. They work with individuals, pension plans, trusts, estates, and charitable organizations. Financial planning covers budgeting, education, estate, investment, retirement, and tax planning. Clients work with an advisor to create a financial plan tailored to their goals.
Assets Under Management$540M
Clients463
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$110M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees for households over $25 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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