PlanGuide Financial LLC offers investment advice and financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. PlanGuide Financial creates investment strategies based on each client's goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, college, and debt management. PlanGuide Financial may request authority to make trades without asking first.
Assets Under Management$280M
Clients10
Advisors1
Avg. per Client$28M
Avg. per Advisor$280M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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