The Financial Planning Co. manages investment portfolios and offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer comprehensive financial planning for an ongoing fee. They may recommend outside managers to manage accounts.
Assets Under Management$29M
Clients91
Advisors2
Avg. per Client$320K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.10% |
| $100K - $750K | 1.00% |
| $750K+ | 0.55% |
Fees and asset minimum are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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