Asset Planning Corporation offers personalized investment advisory services including financial planning, a wrap fee program through Cambridge, portfolio management for variable annuity sub-accounts, and advisory services to retirement plans. Financial planning involves analyzing a client's financial situation and objectives to develop a written plan. The Cambridge wrap fee program provides discretionary portfolio management for a single fee. Portfolio management services are tailored to meet client needs and investment objectives.
Assets Under Management$100M
Clients136
Advisors2
Avg. per Client$770K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Asset Planning Corporation offers investment management through two programs:
- Cambridge Managed Account Platform (Wrap Fee Program): Fees are based on the value of your portfolio. The fee covers investment management, transaction costs, and administrative costs. The fees may be negotiable.
- Portfolio Management Services (Variable Annuity Sub-Accounts): The annual fee begins at 0.50% of the value of your account, billed quarterly in advance. This fee is negotiable.
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