Strategic Planning Corporation
Assets Under Management
N/A
Number of Clients
441
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Strategic Planning Corporation (SPC) offers personalized investment advisory services, financial and estate planning, seminars, and selection of other advisors. Services are tailored to individual client needs, goals, time horizons, and risk tolerance. SPC may recommend investments in various vehicles and encourages annual reviews.
Fee Structure
Fees for project-based investment advisory services range up to $1,500. General consulting is billed at $250/hour. Estate planning services are offered at a fixed fee up to $2,500, negotiated case-by-case. Seminars and workshops may cost up to $99 per couple for expense reimbursement. SPC does not provide portfolio management services but assists in selecting third-party money managers.
Areas of Practice
Location
NC, United States