The Financial Planning AnswerPlace offers investment advisory services on a non-discretionary basis, meaning they'll make recommendations but you decide whether to act on them. They also provide financial planning and consulting services, including tax planning. They do not provide investment management services. If you need help implementing their recommendations, they can suggest other professionals, but you're free to choose your own.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees are negotiable up to 1.15% based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...