Followthru Planning Associates LLC offers financial planning and investment advisory services to individuals and families. They provide advice on retirement planning, personal finances, cash flow, debt management, investment selection, college funding, tax planning, and asset allocation. The firm's investment advice is based on long-term views, primarily using stock and bond mutual funds, individual stocks and bonds, certificates of deposit, and exchange-traded funds.
Assets Under Management$1.4M
Clients19
Advisors1
Avg. per Client$76K
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $100. All fees and rates are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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