PLP Advisors offers investment management services by recommending a third-party advisor to manage client accounts. They also offer financial planning services to evaluate a client's financial situation, goals, and risk tolerance. PLP Advisors gathers data through interviews and questionnaires to identify goals, objectives, and potential solutions, and then prepares specific recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K+ | 1.00% |
The annual fee includes the Third-Party Adviser’s maximum annual fee of 0.50%. The fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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