Plan2Retire provides financial planning and investment management services. Plan2Retire offers investment advice regarding cash flow, college planning, retirement planning, tax planning, and estate planning. Plan2Retire offers asset management services, financial planning, and qualified plan consulting services.
Assets Under Management$82M
Clients271
Advisors1
Avg. per Client$300K
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
When Plan2Retire participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 1.0%. Accounts within the same household will be combined for a reduced fee. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...