Theory Planning Partners specializes in financial planning and consulting for small to mid-size business owners. Theory offers executive planning, business enhancement, cash flow planning, retirement plan advice, executive benefit plan advice, tax planning, risk management, and exit planning. Portfolio management is included with executive planning. Theory uses sub-advisers to manage client portfolios and monitors their performance.
Fee Structure
Portfolio management is included at no extra charge for clients who subscribe to Theory Planning Partners' executive planning and corporate consulting services. Theory no longer offers portfolio management as a separate service. A small number of clients under prior agreements pay a fee based on their assets under management as outlined in their agreement.