Personal Benefits Planning LLC offers investment portfolio management, supervision, and financial planning services. They work with individuals and high-net-worth individuals. Investment recommendations include a variety of securities. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. They also offer consulting services on specific financial topics.
Fee Structure
Personal Benefits Planning LLC offers investment supervision and individual portfolio management. Fees are negotiable and based on a percentage of the assets they manage, generally starting at 2.00% and declining to 1.00%. The firm reserves the right to impose minimum account size and/or minimum fee requirements. Custodial and trading fees are charged separately by Shareholders Service Group or Orion Portfolio Solutions LLC.