Targeted Financial Planning LLC offers ongoing portfolio management and financial planning services. Portfolio management includes investment strategy, asset allocation, risk tolerance assessment, and regular monitoring. Financial planning covers investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Investment advice is generally limited to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$6M
Clients69
Advisors1
Avg. per Client$87K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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