Platinum Planning offers investment advice and manages portfolios for individuals, trusts, pension plans, and businesses. Services include reviewing client goals, recommending asset allocation strategies, and preparing written investment strategies. Platinum Planning may use a sub-advisor to manage client assets. The firm also provides financial planning consulting services.
Assets Under Management$33M
Clients205
Advisors1
Avg. per Client$160K
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Platinum Planning charges an annual fee based on the value of your portfolio. The fee ranges from 0.5% to 3.00% depending on the amount you have invested. Consulting services are included in these fees, except in unique circumstances that may require a separate agreement for financial planning services.
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