Financial Planning Solutions (FPS) offers personalized financial planning and investment management services. FPS works primarily with individuals, high net worth individuals, and pension and profit sharing plans. Services include financial goal setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning. FPS acts as a fiduciary, legally required to act in your best interest.
Assets Under Management$310M
Clients266
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.2M | 1.20% |
| $1.3M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.70% |
The maximum annual fee may be negotiable at the sole discretion of the Advisor. Accounts within the same household may be combined for a reduced fee. Clients may be grandfathered under a different fee schedule than the one disclosed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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