Stage 2 Planning Partners (S2P) provides portfolio management based on individual client goals, financial planning covering investments, insurance, taxes, retirement, college, and debt, and pension consulting services. S2P generally advises on mutual funds, fixed income, insurance products, equities, and ETFs. S2P tailors services to client needs and may use model portfolios. Clients can restrict investments based on their values, but S2P may terminate the relationship if restrictions hinder service.
Assets Under Management$110M
Clients308
Advisors2
Avg. per Client$350K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable. Clients also pay a separate platform fee to AssetMark, Inc.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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