Planning For Progress offers financial and investment advisory services to individuals, families, businesses, and charitable organizations. P4P works with clients under four basic client agreements: Comprehensive Financial Planning, Project-based Planning, Hourly Financial Planning and Advice, and Investment Management Services. P4P also offers Educational Presentations, Seminars, and Workshops and Retirement Plan Consulting Services.
Assets Under Management$26M
Clients55
Advisors1
Avg. per Client$480K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.65% |
All Advisory fees are negotiable. Fees for Investment Management Services are paid in arrears on a quarterly basis. If client assets are managed in conjunction with the outside manager, the above fees are inclusive of the fee charged by the outside manager.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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