Pluto Wealth Management provides financial planning and investment management services tailored to individual client needs. Financial planning covers areas like cash flow, debt management, investment analysis, employee benefits, credit score improvement, financial goals, college savings, insurance, retirement, tax, and estate planning. Investment management is offered on a discretionary basis. Pluto Wealth Management also offers project consulting services and newsletters.
Assets Under Management$1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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