The Financial Planning Company offers financial planning and investment management services. They invest in stocks, bonds, ETFs, and mutual funds to help clients achieve their financial goals. They tailor their services to each client's needs by understanding their goals, resources, risk tolerance, and time horizon. They also offer financial planning and wealth management advice to address finance-related questions.
Assets Under Management$12M
Clients31
Advisors1
Avg. per Client$380K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fees may be negotiable under certain circumstances, like total dollars invested with the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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