AIS Planning provides financial planning and investment management services. Financial planning includes net worth assessment, retirement savings review, education planning, and estate planning. Investment management is offered with a sub-advisor, using model portfolios. AIS Planning also offers project-specific services and retirement plan consulting.
Assets Under Management$490M
Clients535
Advisors10
Avg. per Client$910K
Avg. per Advisor$49M
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Fee Structure
Minimum Annual Fee:$2,500
AIS Planning manages investments through a sub-advisor. The maximum investment management fee is 1.00% per year, charged quarterly or monthly, and is negotiable. The fee for accounts custodied at American Funds will be calculated based on the average daily balance of the account.
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