Qualified Plan Advisory, LLC offers both non-discretionary and discretionary portfolio management services tailored to clients' needs. They also provide financial planning services, ranging from broad-based to single-subject planning, and pension consulting services to employer-sponsored retirement plans. Clients can select the services they need and impose restrictions on investments.
Assets Under Management$97M
Clients30
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$97M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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