Your Planning Partner offers ongoing portfolio management, financial planning, and pension consulting services for individuals, high-net-worth clients, and businesses. The firm tailors its investment strategies to each client's specific risk tolerance, goals, and time horizon, utilizing a mix of fundamental, technical, and quantitative analysis. In addition to managing investments, Your Planning Partner provides comprehensive ongoing financial planning that covers retirement, insurance, estate planning, and tax considerations. Clients can also access standalone financial planning on a fixed-fee or hourly basis. The firm operates with a focus on personalized strategies and places strong emphasis on building tailored Investment Policy Statements for every relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management only is 1.00% annually. Portfolio management combined with ongoing financial planning is 2.50% annually. Fees are generally negotiable.