Plan 4 Wealth, operating as Financial Network Wealth Advisors, offers investment management with both discretionary and non-discretionary options. They may use sub-advisors to manage client assets. They also provide financial planning services, covering topics like retirement, risk management, tax reduction, and estate preservation. Investment strategies are tailored to each client's goals, and clients can impose restrictions on investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. For certain clients, Plan 4 Wealth charges an annual fee that varies up to 1.25% and is dependent upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Although this fee is higher than stated above, clients who do not utilize the services of a Sub-Advisor, and pay additional fees to the Sub-Advisor, will be billed on this fee schedule.