Financial Planning Advisors (FPA) provides financial planning and portfolio management services to individuals, trusts, estates, corporate profit-sharing plans, charitable organizations, foundations, endowments, corporations, and small businesses. FPA offers financial planning services, as well as evaluation, recommendation and positioning of investment programs and strategies, to help you plan and achieve your financial objectives. FPA also provides advice, guidance and direction for any decision our clients bring to us that affect them financially.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
A separate agreement and disclosure are required in order to apply the Aggressive Trading Account Strategy to a client account. FPA will assess a two percent (2%) annual fee invoiced quarterly when account values meet the stated growth mark.