Financial Planning Strategies, LLC offers wealth management services including asset management, insurance coverage analysis, income tax analysis, and estate planning. Asset management involves continuous supervision of client accounts, with client approval required for each trade. The firm specializes in individualized investment advice, focusing on mutual fund portfolios, equities, and fixed income investments, using quantitative, technical, and fundamental analysis.
Fee Structure
Financial Planning Strategies charges a percentage of your portfolio each year, ranging from 0.5% to 1.5%. The exact fee is negotiable based on your financial situation, the amount of assets managed, your net worth, and the complexity of services provided. Fees are billed quarterly in advance, based on the value of your account on the last business day of the quarter.