The Planners Inc. provides personalized investment management based on your financial goals, risk tolerance, and time horizon. They create a custom investment policy statement to guide their decisions. They also offer one-time or ongoing financial planning services covering investments, insurance, taxes, retirement, college, and debt. The Planners Inc. may also provide administrative consulting services to employer-sponsored retirement plans.
Assets Under Management$34M
Clients106
Advisors2
Avg. per Client$320K
Avg. per Advisor$17M
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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Altruist Cash accounts: 0.25%. Low-Duration Fixed Income Accounts: 0.75%. Personalized Portfolio Service: additional 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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