Investments & Financial Planning provides investment management and financial planning services. Investment portfolios are managed on a discretionary basis, using mutual funds and exchange traded funds. Financial planning services range from broad-based planning to single-subject consultations. The firm also uses a third-party platform, Pontera, to manage held-away assets.
Assets Under Management$320M
Clients751
Advisors2
Avg. per Client$420K
Avg. per Advisor$160M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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