SF Planning Group offers investment management and financial planning services. Investment management involves creating and managing a portfolio based on a client's goals, risk tolerance, and tax considerations. Financial planning involves evaluating a client's current and future financial state to help achieve their financial goals. SF Planning Group may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$4.8M
Clients17
Advisors1
Avg. per Client$280K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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