Financial Planning Associates offers investment management and financial planning services. Investment management is tailored to each client's goals and risk tolerance. Financial planning covers areas like retirement, college, and tax planning. FPA may also direct clients to third-party money managers, sharing fees with those advisors, but this will not increase the client's overall management fee.
Assets Under Management$64M
Clients60
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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