Plan Ahead Advisors offers financial planning and investment management services. Financial planning covers cash management, risk management, insurance, education funding, goal setting, retirement, estate, and charitable planning. Investment management is offered on a discretionary basis, primarily using mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. Plan Ahead tailors its services to individual client needs, considering risk tolerance and financial goals.
Assets Under Management$7.1M
Clients5
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.85% |
Fees, account minimums, and payment terms are negotiable depending on the client's situation. A minimum annual fee of $5,000 may apply to accounts less than $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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