HealthPro Financial Planning provides financial planning and investment consulting to healthcare professionals. Services include comprehensive wealth management through the Full Experience Wealth Program, and project-based financial planning for specific needs. HealthPro Financial Planning does not sell commissioned products, focusing on client-centered, fee-only advice.
Assets Under Management$3.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K+ | 0.85% |
Fees are in addition to the outside manager's fee of 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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