Strategic Planning Associates provides financial planning and investment management services. Financial planning covers areas like cash flow, retirement, portfolio, insurance, and estate analysis. Investment management is offered on a discretionary basis, meaning Strategic Planning makes investment decisions without needing your prior approval. The firm tailors its advice to your individual needs and objectives.
Assets Under Management$8.7M
Clients38
Advisors1
Avg. per Client$230K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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