Plumb Financial provides investment advice, financial planning, and insurance planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Services include investment advice, financial planning, insurance planning, income and cash flow management, Social Security optimization, and legacy planning. Plumb Financial manages client assets on a non-discretionary basis and may engage third-party asset managers.
Assets Under Management$10M
Clients42
Advisors1
Avg. per Client$250K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Fees are non-negotiable. These fees are exclusive of the platform fees charged by AssetMark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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