Qualified Planning provides investment management using model portfolios designed to meet specific investment goals. They primarily use Exchange Traded Funds (ETFs) and mutual funds. They also offer a Manager of Managers program, where they select and monitor third-party investment advisors for clients. Qualified Planning also provides financial planning services, creating written plans to help clients achieve their financial goals.
Assets Under Management$36M
Clients152
Advisors2
Avg. per Client$240K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.35% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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