Qualified Planning manages investment portfolios using model asset allocation portfolios primarily made up of exchange-traded funds and mutual funds. The firm focuses on reducing portfolio volatility and spreading risk over multiple asset classes. In addition to investment management, Qualified Planning offers comprehensive financial planning covering personal records, cash flow, taxes, investments, insurance, retirement, and estate planning. The firm also provides a manager of managers program, connecting clients with third-party asset managers. Qualified Planning works with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. Certain associated persons are separately licensed as insurance agents and may offer insurance products for separate commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.35% |
Fees for $1,000,000 and up are negotiable. Services may also be retained on a fixed annual fee ranging from $2,500 to $20,000.