Strategic Financial Planning, INC.
Assets Under Management
$191.5M
Number of Clients
59
Number of Advisors
2
Average Client AUM
$3.2M
AUM per Advisor
$95.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategic Financial Planning, Inc. offers wealth management services including investment portfolio management, cash-flow analysis, and investment management evaluation. Financial planning is included as part of the wealth management fee. They manage client portfolios on a discretionary basis and provide ongoing supervision. Clients receive quarterly statements from the custodian.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee schedule is a guideline and SFP reserves the right to negotiate fees, higher or lower, depending on unique circumstances.
Fee Estimator
The cost of financial planning is included in the wealth management fee. The annual wealth management fee is based on a percentage of your portfolio's value. For example, an account valued at $2,500,000 would pay an effective fee of 0.95% with an annual fee of $23,750. A minimum quarterly fee applies and is determined based on the complexity of each client’s circumstances. Fees may be negotiable depending on unique circumstances.
Areas of Practice
Location
6513 Preston Rd., Suite 100, Plano, TX, 75024
