Bowers Advisory Group, operating as Plan2Retire, manages investment portfolios and provides comprehensive financial planning and consulting services. Plan2Retire helps clients navigate retirement planning, cash flow, tax strategies, estate planning, and college savings. Operating out of Hagerstown, Maryland, the firm builds personalized investment strategies and utilizes third-party model portfolios to manage client assets. Plan2Retire serves individuals, high-net-worth families, and retirement plans, focusing on helping clients achieve their long-term financial goals.
Assets Under Management$82M
Clients271
Advisors1
Avg. per Client$300K
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable and accounts within the same household are combined for a reduced fee. Altruist LLC model marketplace may charge an additional fee of up to 1.0%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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