Plan Partners, LLC is an independent registered investment advisor founded in 2013 and based in Beachwood, Ohio. Plan Partners provides comprehensive investment management and consulting services to individual investors, corporate pension and profit-sharing plans, charitable institutions, foundations, and other institutional clients. For individual investors, Plan Partners offers custom model portfolio guidance and third-party investment management through Turnkey Asset Management Programs. Plan Partners also provides federal retirement plan consulting and fiduciary services, investment tax optimization, performance monitoring, and portfolio rebalancing. Investment management is available on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
All fees are negotiable. Clients also pay ticket charges in addition to the fee schedule.