Strategic Capital Planning offers financial planning, 401k consulting, and portfolio management services. Financial planning involves analyzing a client's financial situation and goals to create a written plan. 401k consulting assists employers with retirement plan investment choices. Portfolio management is non-discretionary, meaning Strategic Capital Planning needs client approval before making trades. Investment advice is tailored to each client's needs.
Assets Under Management$20M
Clients12
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$130K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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