Advanced Planning Advisors Group provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm partners with a third-party manager, Gradient Investments, to build and manage client investment portfolios across various strategies such as strategic, tactical, and custom indexing. In addition to portfolio management, Advanced Planning Advisors Group offers comprehensive financial planning covering retirement strategies, cash flow analysis, tax reduction, risk management, and estate preservation at no additional cost for clients who use their asset management services. The firm is owned and operated by Patrick R. Kirvan from its office in Naperville, Illinois.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rates vary by strategy: Preservation is 1.00%, Standard/Tactical/Private Wealth/Allocation/Defined Outcome are 1.50%, and Custom Indexing is 1.65%. Client Directed Accounts are a flat $300/year. All portfolios include a $15 quarterly technology fee. Fees are negotiable.