The Financial Planning Center (TFPC) offers both discretionary and non-discretionary advisory services to individuals, business owners, executives, and families. TFPC specializes in financial planning, estate planning, risk management, portfolio and tax management, and business continuation planning. Services include retirement income planning, estate analysis, investment planning, and fee-based asset management. TFPC also offers wealth management software for investment data storage and reporting.
Assets Under Management$26M
Clients63
Advisors1
Avg. per Client$420K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiated, including the option of a flat rate fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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