PlanVest, LLC manages investment portfolios and offers project-based financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. PlanVest also provides custodian services and employee benefit plan services to employer plan sponsors.
Assets Under Management$47M
Clients298
Advisors1
Avg. per Client$160K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.75% |
| $50K - $100K | 0.70% |
| $100K - $250K | 0.60% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $3.0M | 0.30% |
| $3M+ | 0.25% |
Fees are negotiable based on account size, prior history, relationship, and services provided. The firm also offers investment management combined with ongoing financial planning with a different fee schedule. The firm also offers custodian services only at a rate of 0.30%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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