Planned Solutions offers portfolio management services using model asset allocation portfolios tailored to client risk tolerance and goals. They also provide financial planning services, which can be comprehensive or focus on specific topics like retirement, tax, or estate planning. Planned Solutions does not implement financial plan recommendations, leaving that to the client.
Assets Under Management$540M
Clients780
Advisors6
Avg. per Client$690K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and associated persons of the firm and its affiliates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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