Financial Planning By Design (FPBD) provides investment management and financial planning services to individuals and high-net-worth individuals. FPBD is a fee-only firm, meaning it only receives compensation from clients for its services. FPBD offers ongoing and project-based financial planning, covering areas like retirement, tax, estate, and insurance. FPBD may recommend third-party investment advisors and custodians like Charles Schwab or Fidelity.
Assets Under Management$520K
Clients6
Advisors1
Avg. per Client$87K
Avg. per Advisor$520K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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