Investment Management & Planning LLC
Assets Under Management
$205.2M
Number of Clients
330
Number of Advisors
3
Average Client AUM
$622K
AUM per Advisor
$68.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Investment Management & Planning LLC provides asset management services through a wrap fee program (Strategic Wealth Management II). Clients can choose between a traditional payment option (advisory fee + transaction fees) or a bundled wrap fee. The firm also offers financial planning and consulting services.
Fee Structure
The annual maximum fee for the Strategic Wealth Management II Wrap Fee Program is 2.50%. There is no minimum account size. Fees are negotiable based on client type, complexity, account composition, potential deposits, and total assets under management. Financial planning and consulting services are also offered.
Areas of Practice
Location
20 Montchanin Road, Suite 270, Greenville, DE, 19807