1-800-401k PLAN.com provides investment advice, retirement planning, and financial planning services to individuals, businesses, trusts, estates, and charitable organizations. They manage investments on a discretionary basis and also offer consulting services for company-sponsored retirement plans. Stand-alone financial planning is available for a separate fee. The firm uses questionnaires and interviews to determine a client's portfolio style.
Assets Under Management$14M
Clients15
Advisors1
Avg. per Client$920K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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