Asset Planning and Protection LLC (APP) provides portfolio management based on individual client goals and risk tolerance. APP also offers pension consulting services, including investment objective guidance and money manager recommendations. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. APP generally limits its investment advice to mutual funds and insurance products including annuities.
Assets Under Management$8.6M
Clients52
Advisors2
Avg. per Client$160K
Avg. per Advisor$4.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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