Launch Financial Planning offers investment management based on your goals and risk tolerance. This includes creating an investment policy, asset allocation, and portfolio construction. They also offer financial planning as a separate service, covering areas like retirement, education, and estate planning. Launch may refer clients to other professionals like accountants or attorneys. Pension consulting services are also available.
Assets Under Management$50M
Clients59
Advisors2
Avg. per Client$840K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$280K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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