WealthPlan Investment Management offers financial planning, consulting, and investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, broker-dealers, and other investment advisor firms. Financial planning covers areas like business planning, investments, insurance, retirement, education, and estate planning. Investment management involves ongoing supervision of client accounts, with investments in mutual funds, ETFs, individual securities, and other investments. WealthPlan may use third-party investment advisors or sub-advisors.
Fee Structure
WealthPlan Investment Management provides investment management services for an annual fee that will not exceed 2.00% of the value of your portfolio. The specific fee schedule is negotiable and outlined in your agreement. Fees are generally billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Clients also pay brokerage expenses and other investment-related fees.