Variplan, led by Michael Miles, offers financial planning and investment advice through its Vantage program. This program provides integrated financial planning and non-discretionary investment advice for a fixed annual fee. Variplan considers your goals and resources to provide advice based on quantitative analysis. Clients retain control of their investment assets and can choose to implement or ignore Variplan's advice. Variplan may also offer customized engagements for specific analytic and advisory work for fixed or hourly fees.
Fee Structure
Variplan offers investment advice as part of its Vantage program, which includes financial planning for a fixed annual fee. Variplan does not manage your investments directly, but can assist you in directing trading activity in your brokerage account held at Charles Schwab through the Vantage Account Management Assistance Program (VAMAP) at no additional cost. Ultimately, you retain control of your investment assets and make all investment decisions.