Plan B Investments, Inc. offers personalized financial planning services to individuals and small businesses. They help clients with financial goals, risk tolerance, and time parameters. Plan B may recommend specific investments or outside investment managers to implement strategies. Clients can choose between hourly consultations or comprehensive financial planning based on a percentage of assets managed.
Fee Structure
Plan B Investments, Inc. offers investment management through third-party or outside investment managers. The fee is a percentage of the assets they manage, calculated quarterly. The specific percentage depends on which manager is selected. Plan B may offset hourly fees if they are engaged for investing with a third-party or outside investment manager. There is a minimum account size of $5,000 for an Outside Investment Manager account or $25,000 for a Third-Party Manager account.