Planning Within Reach provides financial planning and investment management services to individuals and families. Financial planning covers areas like cash flow, debt management, college funding, risk management, asset allocation, investment selection, retirement planning, and estate planning. Investment advice is limited to mutual funds, exchange traded funds, stocks and bonds. The firm primarily uses passive investment strategies.
Assets Under Management$7.2M
Clients42
Advisors1
Avg. per Client$170K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Military and other discounts are available and all fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
