Personal Wealth Planning offers discretionary investment management and financial advisory consulting services tailored to individual long-term goals, time horizons, and risk tolerance. Personal Wealth Planning assists clients with asset allocation, portfolio monitoring, and investment selection. Additionally, Personal Wealth Planning provides comprehensive financial advisory consulting covering topics such as estate plans and trusts, taxes, retirement income, insurance, debt management, cash flow, and college planning. Personal Wealth Planning operates as an independent firm owned by Robert A. O’Toole and typically works with individuals seeking long-term financial planning rather than short-term trading.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual fee is not to exceed 1.95% and may be negotiable based on historical relationship, type of assets, dollar amounts, and account composition.