Assets Under Management
$64.5M
Number of Clients
60
Number of Advisors
1
Average Client AUM
$1.1M
AUM per Advisor
$64.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Planning Associates, LLC provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees negotiable for accounts above $3,000,000.
399 Knollwood Road, Suite 113, White Plains, NY, 10603