Financial Planning Center, LLP offers personalized financial planning to individuals. They help clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Financial Planning Center refers clients to third-party money managers and receives a portion of the advisory fees charged by those managers.
Fee Structure
Financial Planning Center does not directly manage your investments. Instead, they recommend third-party money managers. If you use one of these managers, you'll pay them a fee based on the value of your investments. Financial Planning Center receives a portion of that fee as a referral fee. For example, if you use Gradient Investments, you'll pay between 1.00% and 1.80% annually, depending on the portfolio type. Financial Planning Center receives 0.60% to 1.00% of that fee, and Gradient Investments receives the rest. If you use Absolute Capital Management, the maximum annual advisory fee is 2.00%, with Financial Planning Center receiving up to 1.60% and Absolute Capital Management retaining the rest.