Plan a Wealth, LLC
Assets Under Management
$370.4M
Number of Clients
580
Number of Advisors
6
Average Client AUM
$639K
AUM per Advisor
$61.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Plan A Wealth, LLC offers asset management, comprehensive portfolio management, and financial planning & consulting services. They also provide portfolio monitoring, retirement plan consulting, and referrals to third-party money managers. The firm tailors investment advice to client needs and objectives.
Fee Structure
Fees for asset management and comprehensive portfolio management will not exceed 1.50% annually, billed quarterly in advance. Financial planning and consulting are charged hourly (up to $1000/hour) or as a flat fee (up to $250,000). Portfolio monitoring fees will not exceed 1.00% annually, billed quarterly in advance. The subscription model fee is $49.99 per month. Fees are negotiable.
Areas of Practice
Location
7221 Plaza Court, Lincoln, NE, 68516