Your Planning Partner (YPP) provides investment management and financial planning services tailored to each client's goals and risk tolerance. YPP creates an investment policy statement for each client. Financial planning includes retirement, insurance, tax, college, and debt planning. YPP primarily recommends long-term growth investments, including mutual funds, ETFs, and fixed income securities.
Assets Under Management$91M
Clients87
Advisors2
Avg. per Client$1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for Portfolio Management only. Portfolio Management + Ongoing Financial Planning is 2.50% annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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