Financial Planning Services offers financial planning and investment advice to individuals and families. Services include creating financial programs based on a client's financial situation and goals, which may include recommendations for retirement accounts, savings, investments, and insurance. The firm also offers portfolio monitoring and performance appraisal, focusing on a long-term buy and hold approach.
Fee Structure
Financial Planning Services offers investment management through the Advisor Managed Portfolios program. The fee is a percentage of your account balance, charged quarterly. The exact percentage varies, but the table below shows the minimum and maximum fees you might pay depending on the size of your account. You may also pay separate transaction charges for trades.