ThinkPlanSave, LLC (TPS) manages investment portfolios and offers financial planning services. TPS may recommend investment strategies managed by GeoWealth Management. TPS provides comprehensive financial planning, including establishing financial goals, analyzing net worth, cash flow, insurance, employee benefits, retirement planning, investments, college planning, and estate planning. TPS also offers project-based financial planning services on an hourly basis.
Assets Under Management$16M
Clients9
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 0.50% |
| $1.2M+ | 0.00% |
Fees are negotiable at the advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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