Plan Confidence Corporation offers an online investment advice service, Plan Confidence, that provides asset allocation models for clients' retirement plans. Clients choose a model based on their risk profile, which considers factors like age, assets, and time to retirement. The firm also offers co-advisory services through other registered investment advisors. Plan Confidence does not provide advice on individual securities, target date funds, or company stock.
Fee Structure
Plan Confidence offers investment advice through co-advisors. The co-advisor may charge a fee, which is negotiated separately with the client. Plan Confidence does not directly participate in these fees, except for legacy agreements where Plan Confidence receives the first $12 of fees billed.