From Planning to Living (FPL) provides financial planning on topics like retirement, risk management, college savings, and estate planning. Planning is offered as an ongoing or project-based service. FPL also offers investment advisory services through third-party managers, assisting clients in selecting an appropriate allocation model and interacting with the manager. FPL may offer advisory services to Clients by selecting the AssetMark Platform.
Assets Under Management$4.3M
Clients28
Advisors1
Avg. per Client$150K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable in certain instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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