Plan For Your Goals (PFYG) offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. PFYG also provides financial planning services covering investments, insurance, taxes, retirement, and college planning. PFYG may direct clients to third-party investment advisors and receives a fee share. PFYG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, bonds, commodities, non-U.S. securities and private placements.
Assets Under Management$10M
Clients45
Advisors1
Avg. per Client$220K
Avg. per Advisor$10M
www.facebook.com/smartvestordavid ·www.linkedin.com/in/david-roberts-planforyourgoals ·www.planforyourgoals.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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