Plan Group Financial provides investment management based on individual client goals and risk tolerance. They also offer financial consulting services on topics like risk management, investment planning, and financial decision-making. Plan Group may use third-party managers and shares a percentage of their fee with them. Clients can impose restrictions on investments. They also offer retirement plan consulting services to qualified retirement plans.
Assets Under Management$540M
Clients1,175
Advisors17
Avg. per Client$460K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
All fees can be negotiated between Plan Group Financial and client with no fee being greater than the above schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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