Financial Plans & Strategies, INC.
Financial Plans & Strategies (FPS) offers investment management and financial planning services to individuals, families, trusts, estates, and profit-sharing plans. FPS manages investments based on your goals, risk tolerance, and financial situation. They also offer financial planning services covering estate planning, retirement, education, and insurance. FPS may recommend investment managers, brokers, and insurance companies, but you are free to choose your own.
Fee Structure
FPS charges a fee based on the value of your investments for investment management services. The specific fee is in your Investment Advisory Agreement and may vary based on the size and complexity of your account. The maximum annual fee is 1.50%. Fees are deducted from your account quarterly.