Financial Planning Partners offers investment management services through Orion's Managed Account Solutions program, which includes model asset allocation portfolios and separately managed accounts. They also provide individual portfolio management services, creating and managing portfolios based on clients' individual needs and investment policies. Accounts are managed on a non-discretionary basis, requiring client approval for all transactions.
Fee Structure
Financial Planning Partners offers investment management through Orion's Managed Account Solutions program. Fees are based on the account's average daily asset value and paid quarterly in advance. There are also individual portfolio management fees that range from 0.45% to 1.25% annually, billed quarterly in advance. Accounts under $62,500 will incur an annual fee of $125.