P2, LLC provides ongoing portfolio management services tailored to each client's financial situation, goals, and risk tolerance. P2, LLC creates an Investment Policy Statement for each client. The firm primarily recommends equities, mutual funds, and ETFs, but may use other securities to diversify portfolios. P2, LLC requires authority to make trades without asking first. P2, LLC seeks to act in the client's best interest.
Assets Under Management$2.2M
Clients9
Advisors1
Avg. per Client$240K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, P2, LLC charges 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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