Financial Planning for Real People (FPRP) offers investment management and financial planning services. FPRP works with clients to understand their financial situation, goals, and risk tolerance. FPRP provides ongoing and project-based financial planning covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. FPRP manages investments with discretionary authority, primarily using stocks, bonds, mutual funds, and ETFs.
Assets Under Management$2.4M
Clients15
Advisors1
Avg. per Client$160K
Avg. per Advisor$2.4M
www.fp4realpeople.com ·www.instagram.com/financialplanning4realpeople ·www.facebook.com/profile.php?id=61557185215588
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...