Plato Planning provides financial planning and investment management services. Financial planning involves working one-on-one with a planner for a fixed monthly fee to develop and implement a plan. Investment management involves continuous advice regarding the investment of funds, managing assets on an individual or household basis. Plato Planning uses a defensive and value-oriented investment philosophy with the prime directive of capital protection.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees are negotiable at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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