Virtual Tax Planners offers personalized investment management, financial planning, and retirement plan consulting. Founded in 2022 and principally located in Pennsylvania, Virtual Tax Planners focuses on building passive, long-term portfolios using low-cost index funds and exchange-traded funds, guided by modern portfolio theory and fundamental analysis. The firm creates customized asset allocations based on each client's goals, risk tolerance, and tax situation. In addition to managing investments, Virtual Tax Planners provides comprehensive financial planning covering cash flow management, college savings, employee benefits, estate planning, insurance, retirement readiness, and risk management. Virtual Tax Planners operates as a registered investment advisor with no account minimums, and its principal also owns a related tax preparation practice that works in tandem with the firm to assist clients with tax planning and filings.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees for accounts over $1,000,000 are negotiable at less than 1.50%. Household accounts may be aggregated.