Game Plan Advisors offers financial planning, investment management, and investment consultation services. They review your financial situation to assess your investment needs and manage flexible portfolios using various investments and asset classes. They also offer 401(k) advisory services, providing recommendations for managing your retirement account. Game Plan uses computer models and research to monitor market conditions and risk levels.
Fee Structure
Game Plan Advisors charges a percentage of your portfolio as an investment management fee. The exact percentage is agreed upon by you and Game Plan, ranging from 0.25% to 3%. This fee may be modified based on the size of your portfolio, the complexity of services required, or your individual circumstances. Clients using the Turnkey Asset Management Program (TAMP) will be charged an additional asset-based fee ranging from 0.13% to 0.85%.