Planning Alternatives offers wealth management services that include financial planning, consulting, and investment management. Financial planning covers areas like retirement, investments, taxes, insurance, and estate planning. Investment management is provided on a discretionary basis, using Modern Portfolio Theory to diversify across asset classes. Planning Alternatives may recommend other investment managers to help clients meet their objectives.
Assets Under Management$1.3B
Clients683
Advisors8
Avg. per Client$1.9M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 in certain circumstances. Family member house-holding of tiered billing rates is available.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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