Guttman Financial Planning provides financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also offer ongoing portfolio management services, incorporating institutional investment managers. Guttman Financial Planning also provides educational workshops on financial planning and investing topics.
Assets Under Management$1.6M
Clients10
Advisors1
Avg. per Client$160K
Avg. per Advisor$1.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 0.80% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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