The Estate Planners Group is an investment management firm that helps individuals and high-net-worth clients preserve and grow their wealth. The firm builds customized portfolios using stocks, bonds, mutual funds, and alternative investments tailored to each client's specific goals and risk tolerance. In addition to ongoing portfolio management, The Estate Planners Group offers financial consulting and guidance on trust and estate planning, long-term care, and insurance needs. The firm also provides educational seminars on retirement and financial planning topics. The Estate Planners Group manages assets on a discretionary basis, meaning they make day-to-day investment decisions on behalf of their clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are charged quarterly in advance at 0.25% for the first $500k, 0.225% for the next $500k, and 0.20% for amounts over $1M (annualized to 1.0%, 0.9%, and 0.8% respectively). Fees are negotiable.