Planning Trail Investments is a registered investment advisor based in Lawrence, Kansas, founded and wholly owned by Alejandro Carvalho Rodriguez. The firm offers personalized asset management, creating tailored portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities that are continuously monitored and rebalanced according to each client's goals and risk tolerance. In addition to portfolio management, Planning Trail Investments provides standalone financial planning and consulting services covering investment, retirement, charitable, and education planning, as well as business and personal financial consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and billed quarterly in arrears based on the time-weighted average daily account balance.