Plan to Invest Capital Management manages investment portfolios based on a client's risk tolerance and goals. They primarily advise on mutual funds and exchange-traded funds, but may also advise on other securities. The firm also offers financial planning services to evaluate a client's financial situation, goals, and risk tolerance, and can tailor services as desired by the client. They also offer pension consulting services to employers.
Assets Under Management$15M
Clients87
Advisors1
Avg. per Client$180K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$240
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be lower than the rate schedule and can be negotiated. For new accounts less than $50,000, the firm charges a flat annual fee between $240 and $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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