PlanWell Financial Guidance works with clients to design and monitor financial plans. They offer investment management services, managing tailored portfolios based on client goals. They also provide financial planning on topics like retirement, tax, and estate planning. PlanWell Financial Guidance may use third-party investment models.
Assets Under Management$43M
Clients116
Advisors1
Avg. per Client$370K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 0.80% |
| $800K+ | 0.80% |
The maximum annual fee is $6,400. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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