Financial Planning Professionals, Inc. (FPP) provides investment advice and financial planning to clients. FPP gathers financial data to develop a personalized profile, which includes investment objectives, risk profile, and tax situation. FPP manages portfolios based on models and offers financial planning services covering securities, taxes, estate planning, insurance, and retirement planning. Clients are encouraged to consult with their own attorneys and accountants.
Assets Under Management$36M
Clients111
Advisors1
Avg. per Client$330K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1.0M | 1.70% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.30% |
| $2.0M - $4.0M | 1.30% |
| $4.0M - $6.0M | 1.10% |
| $6.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.70% |
| $12.0M - $15.0M | 0.58% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.48% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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