Plandeavor LLC provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to individual client goals and risk tolerance. Financial planning is offered in two tiers: Foundation, a comprehensive plan delivered over 12 months, and Continuum, which provides ongoing financial planning and advisory support. Plandeavor focuses on serving STEM professionals and their families.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
The annual fee is negotiable. Plandeavor may also utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. The annual fees charged by Sub-Advisors range from 0% to 0.32%. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are charged directly to Plandeavor and are inclusive of the total annual fee disclosed by Plandeavor.