Plan A Wealth, LLC offers investment advisory services including asset management, comprehensive portfolio management (asset management and financial planning), financial planning & consulting, portfolio monitoring, retirement plan consulting, retirement education, referrals to third party money managers, and a subscription model. The firm tailors investment advice to the client's needs and objectives. Plan A Wealth acts as a fiduciary, prioritizing the client's best interests.
Assets Under Management$370M
Clients580
Advisors7
Avg. per Client$640K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Plan A Wealth offers several investment management options:
- Asset Management: A portfolio is created using various securities tailored to the client's needs. The maximum annual fee is 1.50%, billed quarterly in advance.
- Comprehensive Portfolio Management: Includes asset management and financial planning. The maximum annual fee is 1.50%, billed quarterly in advance.
- Subscription Model: A portfolio consisting of ETFs is recommended. The fee is $49.99 per month, charged in advance.
Fees are negotiable and deducted from client accounts. Clients receive statements from their custodian.
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