PLC Wealth Partners LLC is a registered investment advisor founded in 2026 and based in Jeffersonville, Indiana. The firm offers personalized investment management and financial planning services to individuals and families. PLC Wealth Partners builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may utilize independent managers or technology solutions like Charles Schwab's Model Market Center. Their financial planning services cover comprehensive areas including retirement planning, business consulting, tax planning strategies, cash flow and debt management, college savings, estate planning coordination, employee benefits, and risk management. Financial planning is available either on an ongoing basis or through specific project-based engagements. PLC Wealth Partners operates as a fee-only firm, meaning they are compensated solely by client fees and do not accept commissions or referral fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable. Combined advisory fees with an outside manager will not exceed 2% of assets.