2020 Financial Planning provides financial planning and investment management services. Financial planning may include investment recommendations, financial goals analysis, and cash flow analysis. Investment management includes ongoing portfolio management and quarterly reporting. 2020 Financial Planning does not take custody of client assets.
Assets Under Management$2.9M
Clients1
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$2.9M
www.letsmakeaplan.org/find-a-cfp-professional/c... ·www.2020financialplanningllc.com ·x.com/2020finplan
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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