Financial Planning Analysts, LLC, owned by Dr. Mark S. Brody, offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. They manage investment advisory accounts and require a minimum account size of $100,000 for money management services, which may be waived at the advisor's discretion.
Assets Under Management$26M
Clients41
Advisors1
Avg. per Client$630K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.30% |
| $4M+ | 1.15% |
The fee schedule is negotiable and may be reduced for circumstances such as length of the relationship and design of the portfolio (e.g., accounts managed that predominantly utilize ETFs and/or closed-end funds are generally charged a reduced fee.)
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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