Center for Financial Planning provides financial planning and investment management services. Financial planning covers goal planning, tax analysis, retirement and college planning, estate planning, and insurance analysis. Investment management involves ongoing advice based on a client's financial plan, risk tolerance, and investment experience. The firm manages accounts on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Current client relationships exist where the fees are higher or lower than the Current Fee Schedule above. The Adviser, in its sole discretion, can charge a lesser investment advisory fee based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.).