Standard Planning Company provides investment advice and manages accounts for individuals, families, retirement plans, foundations, and endowments. They also offer personal financial planning services, including retirement planning, estate planning, long-term care planning, charitable gifting, trust utilization, and income distribution planning. The firm structures and maintains diversified portfolios based on a client's risk tolerance.
Assets Under Management$86M
Clients147
Advisors1
Avg. per Client$590K
Avg. per Advisor$86M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.35% |
| $3M+ | 0.35% |
Fees are negotiable for amounts over $3,000,000. Some clients may prefer a fixed annual advisory fee based on the amount of assets and the scope of work.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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