Planvesting offers tailored advisory services to individuals, including consultative planning and portfolio management. Consultative planning focuses on creating a customized asset allocation strategy to meet financial goals. Portfolio management can be a standalone service or combined with planning. Planvesting gathers client information to provide tailored advice and portfolio recommendations, using diversification to balance risk and return.
Fee Structure
Planvesting's portfolio management fees are charged as a fixed annual retainer, paid quarterly. These fees typically range from $625 per quarter ($2,500 per year) to $1,500 per quarter ($6,000 per year), but may be higher for complex or large accounts. The fees include account setup, ongoing reviews, rebalancing, and consultation.