WealthPlan Investment Management offers comprehensive financial planning, consulting, and asset management services for individuals, high-net-worth clients, and businesses. WealthPlan Investment Management tailors its investment advisory services to each client's individual financial situation, risk tolerance, and goals. Portfolios are managed using mutual funds, exchange-traded funds, individual securities, options, and alternative investments, often through model portfolios or third-party strategists. The firm also provides specialized services including retirement plan consulting, management of held-away retirement accounts through third-party platforms, variable annuity sub-account management, and structured liquidity solutions like box spreads. WealthPlan Investment Management operates as a fiduciary under federal retirement plan rules and the Investment Advisers Act, ensuring that advice is aligned with client best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum combined annual management fee and annual strategy fee will not exceed 2.00% of assets under management. Fees are negotiable based on account size, complexity, and services provided.