Purpose Financial Planning (PFP) manages investment portfolios based on individual client needs, including objectives, time horizons, and risk tolerance. PFP also provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. PFP uses ETFs, mutual funds, or individual stocks to implement portfolios and monitors economic data and market valuations.
Assets Under Management$12M
Clients44
Advisors1
Avg. per Client$260K
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 $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
Fees are negotiable. Minimum of $70k may be waived on a case-by-case basis. Must purchase a complete financial plan to receive portfolio management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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