Mountain Pass Planning Corporation offers comprehensive financial planning and investment management services. Financial planning covers areas like cash flow, college savings, estate planning, insurance, investments, and retirement. Investment management involves creating tailored portfolios based on client goals, risk tolerance, and time horizon. Mountain Pass also offers commission-free insurance options through DPL Financial Partners.
Assets Under Management$75M
Clients129
Advisors1
Avg. per Client$580K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $390K | 1.25% |
| $390K - $537K | 0.95% |
| $537K+ | Included |
For clients investing $537,000 and above, Mountain Pass offers a combined program of comprehensive financial planning and investment management services for a flat fee of $425 per month, or $5,100 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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