Financial Planning Partners (FPP) provides financial planning and investment management services tailored to individual client needs. FPP offers various financial planning services, including general, intermediate, advanced, and complex plans. Investment management services involve managing, selecting, and recommending investment securities or third-party investment managers. FPP can manage assets on a discretionary or non-discretionary basis.
Fee Structure
FPP charges a fee based on the value of your portfolio. The total fee you pay will be between 0.50% and 2.00% per year, which includes both FPP's fee (0.25% to 1.00%) and the fee charged by any third-party investment manager FPP uses (0.25% to 1.00%). These fees do not include product-specific charges from mutual funds or exchange-traded funds.