Plains Advisory offers ongoing investment management based on your financial situation and goals. They also offer financial planning services covering topics like retirement, insurance, tax, and estate planning. For clients with smaller accounts or a longer time horizon, Plains Advisory recommends using Betterment LLC as a sub-advisor. Plains Advisory also offers educational workshops.
Assets Under Management$29M
Clients52
Advisors1
Avg. per Client$560K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Plains Advisory also recommends Betterment LLC as a sub-advisor for clients with $250,000 or less. The annual fee for this service is: - **$0 - $1,000,000:** 1.250% - **$1,000,001 - $2,000,000:** 0.900% - **$2,000,001 - $5,000,000:** 0.750% - **$5,000,001 and up:** 0.500% These fees are also negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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