Planning Trail Investments offers investment management and financial planning services. Investment management involves creating and managing portfolios with stocks, bonds, ETFs, and mutual funds tailored to client needs. Financial planning covers investment, retirement, charitable, education, and business/personal financial planning. Planning Trail acts as a fiduciary, prioritizing client interests and maintaining open communication.
Assets Under Management$1.9M
Clients9
Advisors1
Avg. per Client$220K
Avg. per Advisor$1.9M
Fee Structure
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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