The Financial Planning AnswerPlace offers non-discretionary investment advisory services and standalone financial planning and consulting. The firm does not manage investment portfolios on a day-to-day basis, but instead periodically reviews client assets and makes recommendations, executing transactions only when directed by the client. Standalone financial planning and consulting services cover areas such as tax planning, estate planning, and insurance, charged on either a fixed fee or hourly rate basis. The firm is primarily owned and managed by Eleanore K. Szymanski and serves individuals, business entities, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees vary from negotiable up to 1.15% of total assets placed under advisement based on factors such as asset amount, scope, and complexity.