Plan of Care believes everyone should have access to sound financial advice. For that reason we have no account minimums and have pricing models that make working with us available to those that typically are overlooked by financial professionals.
A single, percentage fee based on the total assets managed. This single fee covers meetings, advising, building and delivering a plan, managing asset allocation, ongoing monitoring, research, collaborating with your other professionals, tax return assessment, and all other activities to service your account. This fee is directly deducted from your investment account held with our custodian, Altruist. You do not pay this fee from your checking or savings account.
1% annual fee billed monthly. Ex. $100,000 balance equals $1,000 annual fee; divided by 12 equals $83.33/mo
For portfolios in this range, the first one million dollars is billed at 1% and the rest is billed at 0.85%. Again, billed monthly.
For these portfolios, the first million dollars is billed at 1%, the next million is billed at 0.85%, and everything above two million dollars is billed at 0.7%. Again, billed monthly.
Billing based strictly on hours worked on your individual plan or portfolio
This includes time spent meeting, researching, allocating assets, developing your financial plan, coordinating with other professionals, and any other time spent directly servicing your account.
Fees are billed directly from your investment accounts by the custodian and deposited with Plan of Care. Hourly billing will be invoiced and those fees are paid via ACH from a bank account.
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