The Table Financial Planning (TTFP) provides financial planning and investment management services to individuals. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. TTFP also manages investment portfolios using passive investment strategies, tailoring them to individual client needs and goals. TTFP also offers pension plan consulting services to small business owners.
Assets Under Management$57M
Clients113
Advisors4
Avg. per Client$510K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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