EveryPlan Financial provides financial planning and portfolio management services, focusing on individuals in the wealth accumulation phase. Services include creating financial plans, managing investment portfolios, and offering advice on retirement plans. EveryPlan uses video conferencing, phone calls, email, and in-person meetings for client communication. They also offer pension consulting services to employee benefit plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3M+ | 0.40% |
EveryPlan reserves the right to adjust and discount any of these fees at EveryPlan’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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