Plan Simple Financial Partners provides portfolio management services based on individual client goals and risk tolerance. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, they provide pension consulting services to employee benefit plans. Plan Simple generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$12M
Clients37
Advisors1
Avg. per Client$320K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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