AdvisorPlanner manages investment portfolios and provides financial planning and consulting services for individuals, families, and businesses. AdvisorPlanner focuses on creating customized investment strategies using stocks, bonds, mutual funds, and exchange-traded funds, while aiming to balance risk and return based on each client's specific goals and timeline. AdvisorPlanner also offers specialized services for retirement plans and general financial consultations.
Assets Under Management$4M
Clients6
Advisors1
Avg. per Client$670K
Avg. per Advisor$4M
www.linkedin.com/in/johndonovan ·twitter.com/advisorplanner ·www.linkedin.com/company/advisorplanner
Fee Structure
Minimum Investment:None
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 for accounts over $5,000,000 are negotiable. Minimum annual fee of $900 applies to accounts of $48,750 or less.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...