Planning Associates Wealth Management provides investment advice and financial planning to individuals, trusts, estates, pension plans, and businesses. As a fiduciary, Planning Associates aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting.
Assets Under Management$67M
Clients242
Advisors2
Avg. per Client$280K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Planning Associates Wealth Management offers two investment management services:
- Asset Management: The annual fee will not exceed 1.50% of the value of your portfolio, billed monthly.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your portfolio, billed monthly.
Fees are negotiable and deducted from client accounts. Planning Associates may use Pontera to manage assets held away, such as 401(k) accounts, and will cover the 0.30% Pontera fee.
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