Advanced Practice Planning (APP) offers investment management and financial planning services. APP develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. APP also provides financial planning services, including business planning, cash flow and debt management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. Financial planning is offered on a project basis or as an ongoing engagement.
Assets Under Management$3.8M
Clients23
Advisors1
Avg. per Client$160K
Avg. per Advisor$3.8M
www.instagram.com/calebpepperday_cfp ·www.linkedin.com/company/advanced-practice-plan... ·www.advancedpracticeplanning.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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