AdvisorPlanner, LLC is a fee-only registered investment advisor offering portfolio management and financial/retirement planning services. They aim to help clients achieve financial stability and independence. Services include portfolio management using stocks, mutual funds, ETFs, and bonds, as well as financial planning to maximize wealth and minimize risk. They also offer retirement plan services for employers.
Assets Under Management$4.1M
Clients11
Advisors1
Avg. per Client$370K
Avg. per Advisor$4.1M
www.linkedin.com/company/advisorplanner ·www.linkedin.com/in/johndonovan ·twitter.com/advisorplanner
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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