NGP Financial Planning provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning to investment management clients, covering topics like estate planning, taxes, retirement, and college planning. This financial planning service is provided at no additional cost to investment management clients.
Assets Under Management$120M
Clients75
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.25% |
Advisory fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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