PlanAndAct provides economics-based financial planning and investment management. They offer different levels of investment management service, including do-it-yourself, advisor-assisted, and advisor-delegated options. PlanAndAct also provides results coaching, focusing on the psychology of financial success. They work with high-net-worth individuals and offer comprehensive financial planning.
Assets Under Management$45M
Clients68
Advisors3
Avg. per Client$660K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
The first $100,000 in AUM is covered by the financial planning fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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