Game Plan Financial Advisors offers investment advisory services, including asset management, to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. They create tailored portfolios using stocks, bonds, exchange-traded funds (ETFs), and mutual funds, based on clients' specific needs and goals. Portfolios are continuously monitored and rebalanced. Game Plan Financial Advisors acts as a fiduciary, prioritizing client interests and maintaining open communication.
Assets Under Management$220M
Clients191
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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