Premier Financial Planning, Inc. (PFPI) provides financial planning and investment management services to individuals, families, trusts, estates, and charitable organizations. PFPI helps clients define financial objectives and develop strategies through consultations. Services include financial planning, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. PFPI's compensation comes solely from client fees and does not accept commissions or referral fees. Investment management is offered as part of an ongoing financial planning relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Current client relationships may have higher or lower fees. A retainer fee may be used instead of the schedule. Lesser fees may be charged based on certain criteria.