A to Z Financial Planning provides ongoing investment management and comprehensive financial planning services to individuals, trusts, estates, small businesses, and tax-qualified plans. Advice is tailored to each client and may include financial, income tax, retirement, education, and estate planning. A to Z acts as a fiduciary, putting clients' best interests first.
Assets Under Management$50M
Clients183
Advisors2
Avg. per Client$270K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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