Pocket Project LLC (PP) manages investment portfolios and provides financial planning services, including hourly planning and ongoing comprehensive planning. PP creates personalized investment plans based on clients' goals and risk tolerance. Financial planning covers areas like retirement, college savings, insurance, and estate planning. PP also offers tax return preparation services.
Assets Under Management$6.8M
Clients35
Advisors1
Avg. per Client$200K
Avg. per Advisor$6.8M
Fee Structure
Planning is included in investment management
Investment management is included at no extra charge for clients who subscribe to Pocket Project's ongoing comprehensive financial planning service.
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