Point4ward Financial Planning (PFP) manages investment portfolios and offers financial planning services. PFP can manage your investments directly or use third-party managers. Financial planning is offered on a project basis or as a comprehensive one-year service, covering areas like retirement, risk management, college savings, and estate planning. PFP tailors its services to each client's individual needs and goals.
Assets Under Management$2.9M
Clients9
Advisors1
Avg. per Client$320K
Avg. per Advisor$2.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...