Planned Security Advisors provides investment management services, including hiring sub-advisors. They also offer financial planning, covering goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. Additionally, they provide services to retirement plans, acting as an ERISA 3(38) investment manager. They also have a co-advisor relationship with GeoWealth Management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by Planned Security Advisors. The client’s fee for co-advisor services with GeoWealth Management will be based on a negotiable maximum annual fee of 1.60% of assets under management.