FI-nancial Planner, LLC (FI-P) manages investment portfolios and provides financial planning services. Planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. FI-P also offers ongoing and project-based financial planning options. Investment advice is tailored to individual client needs and goals.
Assets Under Management$22M
Clients44
Advisors1
Avg. per Client$500K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K+ | 0.50% |
For investment advisory clients that also choose to participate in comprehensive financial planning, there will be no fee charged on the first $249,999 of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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