Planning Alternatives LTD
Assets Under Management
$1.3B
Number of Clients
683
Number of Advisors
6
Average Client AUM
$1.9M
AUM per Advisor
$213.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Planning Alternatives, Ltd. provides wealth management services including financial planning, consulting, and investment management. They create investment policy statements and recommend risk-based portfolios, utilizing Modern Portfolio Theory and low-cost investment solutions. They may also offer consultation on direct investments and non-liquid instruments.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
255 South Old Woodward Ave., Suite 310, Birmingham, MI, 48009-6615
