The Financial Planning Center (FPC) provides investment and financial planning services. FPC offers portfolio management on either a discretionary or non-discretionary basis, tailoring recommendations to meet individual client needs. FPC also offers financial planning services, including comprehensive written plans covering retirement, portfolio analysis, insurance, college planning, estate planning, and tax planning. FPC primarily serves middle-class clients.
Assets Under Management$19M
Clients72
AdvisorsN/A
Avg. per Client$270K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
Maximum annual fee of 2.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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