Financial Planning Center offers investment advisory services, focusing on a diversified asset allocation strategy with a total return emphasis. They invest in securities like Exchange Traded Funds, mutual funds, stocks, and option contracts. The firm communicates regularly with clients to understand their financial situation and goals, and may modify holdings based on client interaction. Financial Planning Center does not manage money on a discretionary basis.
Assets Under Management$9M
Clients9
Advisors1
Avg. per Client$1M
Avg. per Advisor$9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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