Advanced Planning, Inc. offers personalized investment advice and financial consulting services. Its services include portfolio management (both discretionary and non-discretionary) and financial consulting (comprehensive and modular). The firm works with clients to determine their investment objectives and risk tolerance, developing strategies to help them achieve their financial goals. They primarily advise on mutual funds, ETFs, equity securities, and fixed income securities.
Assets Under Management$43M
Clients173
Advisors2
Avg. per Client$250K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable in certain unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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