Prepared Financial Planning
Assets Under Management
$5.4M
Number of Clients
7
Number of Advisors
1
Avg. Portfolio per Client
$775K
Avg. Managed per Advisor
$5.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Prepared Financial Planning (PFP) offers investment management and financial planning services. PFP develops investment plans based on client goals and manages portfolios. Financial planning covers areas like cash flow, college savings, estate planning, insurance, retirement, and tax strategies. PFP offers ongoing and project-based financial planning. PFP may recommend outside managers and is a fee-only firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.20% |
Financial Planning is available at no additional charge for Clients with more than $1,500,000 in assets under management. Fees for investment management services will not exceed 2% of the value of assets under management. The minimum annual fee may be reduced or waived at Prepared Financial Planning's discretion.
Fee Estimator
Areas of Practice
Location
WI, United States
