Rain or Shine Planning provides investment management and financial planning services. They offer continuous advice on investing client funds, develop investment plans, and manage portfolios. They also provide ongoing financial planning services, helping clients establish goals, analyze their financial situation, and monitor progress. Rain or Shine Planning may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$58M
Clients63
Advisors2
Avg. per Client$930K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$800
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
This service is only available to clients who have previously worked with Rain or Shine Planning Advisors at previous firms. The minimum fee for any given quarter is $200.00 for the first account plus $25 for each additional account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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