Center Stage Planning provides investment management and financial planning services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. Financial planning is offered on an ongoing or project basis. Seminars are also offered.
Assets Under Management$9.2M
Clients47
Advisors1
Avg. per Client$190K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$480
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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