Plunkett & Associates provides financial planning and investment management services. At the start of the relationship, Plunkett & Associates discusses the client's investment experience, financial situation, and goals. Clients can choose to have Plunkett & Associates prepare a financial plan. Plunkett & Associates manages investment portfolios on a discretionary basis, meaning they can make trades without asking the client first, though clients can impose restrictions.
Assets Under Management$8.2M
Clients12
Advisors1
Avg. per Client$680K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. For fixed income only accounts: - 0.625% on the first $1,000,000 - 0.50% on amounts between $1,000,001 and $9,999,999 - Negotiable for amounts above $10,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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