Personal Financial Partners LLC (PFP) provides financial planning and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. PFP develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. PFP also offers financial planning services, including retirement planning, college savings, estate planning, risk management, and tax planning strategies. PFP does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
For clients who elect to obtain ongoing financial planning services, PFP charges a maximum annual fee of $5,000. This fee is separate and in addition to our wealth management percentage of assets under management fee and is negotiable as determined by PFP.