Pihl Financial Planning manages investment portfolios based on individual client needs and goals. They also offer financial planning services covering retirement, risk management, estate planning, insurance, tax, and more. Pihl Financial Planning assists with implementation, but clients are ultimately responsible for their own decisions.
Assets Under Management$18M
Clients31
Advisors1
Avg. per Client$580K
Avg. per Advisor$18M
www.linkedin.com/company/90473738 ·www.facebook.com/profile.php?id=61551084505248 ·www.pihlfinancialplanning.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
For New Mexico residents, fees are higher to reflect Gross Receipts Tax: 1.07625% on the first $2,000,000, 0.9148125% on the next $3,000,000, 0.8071875% on the next $5,000,000, and 0.538125% on the amount over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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