Strategic Planning Group (SPG) offers investment advice and financial planning to individuals, including high-net-worth individuals. SPG creates customized financial plans called "retirement roadmaps" that forecast a client's finances, consider their investment goals, income needs, and tax situation, and recommend an investment strategy. SPG also manages investment portfolios, primarily using mutual funds and exchange-traded funds (ETFs).
Assets Under Management$200M
Clients288
Advisors2
Avg. per Client$690K
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.80% |
| $7M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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