Great Plans Capital Management (GPCM) provides financial planning and investment management services. Financial planning helps clients define goals and allocate resources. Investment management involves assessing risk tolerance and creating a portfolio using ETFs, mutual funds, stocks, and bonds. GPCM does not engage in market timing or technical analysis. Option writing may be used to generate income and reduce risk. Clients approve all securities before they are added to their portfolio.
Assets Under Management$9.3M
Clients29
Advisors1
Avg. per Client$320K
Avg. per Advisor$9.3M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. The firm will charge between 0.50% and 1% of the first $1,000,000 of your portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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