Purposeful Planning offers financial planning and portfolio management services. Financial planning includes determining financial objectives, managing cash flow, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning. For portfolio management, Purposeful Planning creates an Investment Policy Statement for each client and may recommend third-party managers.
Assets Under Management$22M
Clients32
Advisors1
Avg. per Client$700K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Purposeful Planning offers portfolio management services compensated by an annual percentage fee on the value of your account. The specific fee schedule is in the Investment Advisory Contract. Purposeful Planning may recommend using a third-party manager, in which case Purposeful Planning receives a portion of the manager's fee.
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