Plan Financial provides investment management and financial planning services to individuals, families, and institutions. They offer several programs including standard investment advisory services using institutional money managers, managed accounts with specialist managers, and custom asset allocation services. They also provide financial planning services covering various aspects of a client's financial life and educational forums.
Assets Under Management$180M
Clients744
Advisors6
Avg. per Client$240K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Plan Financial offers investment management through several programs, each with its own fee structure:
- Standard Investment Advisory Services: A percentage of your portfolio, starting at 1.00% annually on the first $1,000,000 and decreasing to 0.15% for amounts over $7,000,000.
- Managed Accounts Program: Fees are based on the Standard Investment Advisory Services fee schedule. You'll also pay separate fees to the specialist money managers, but the combined fees will not exceed 3%.
- Custom Asset Allocation Services: A percentage of your portfolio, starting at 1.50% annually on the first $1,000,000 and decreasing to 0.15% for amounts over $10,000,000.
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