Financial Planning Services, Inc. provides investment advice and financial planning to individuals, corporations, and other business entities. The firm offers portfolio management services, both discretionary and non-discretionary, tailored to clients' investment objectives and risk tolerance. They also offer retirement income planning, which involves analyzing clients' financial resources and developing plans to achieve their long-term goals. Additionally, they offer web-based financial consulting and planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.35% |
| $1.3M+ | 1.15% |
Advisory fee is negotiable, depending on individual client circumstances. In limited circumstances, the firm may charge advisory fees that slightly exceed their standard tiered fee schedule where the client relationship is more complex in nature and/or requires additional advisory assistance.