Strategic Planning, Inc. offers investment management through a wrap fee program and financial planning services. SPI gathers client information to determine appropriate investment guidelines and risk tolerance. Investment portfolios are diversified and managed based on client objectives and suitability factors. Financial planning services include investment analysis, insurance analysis, estate planning, tax planning, retirement planning, and education planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $250K | 1.05% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Certain clients may be subject to negotiated fee amounts that are different from those reflected in the fee schedule. The Wrap Fee Program fee for ongoing investment advisory services is a single, all-inclusive fee that compensates SPI for investment advisory services and also covers custody transaction fees and costs.