Privileged Planning provides tailored financial management and planning services to clients based on their specific needs and goals. These services include coaching, budgeting, financial planning, risk tolerance analysis, customized investment allocations, and account management. Privileged Planning also offers general consulting on an hourly basis and coaching services with different packages.
Assets Under Management$40M
Clients184
Advisors1
Avg. per Client$220K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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