Investment and Asset Planning, LLC: Specializing in Estate Planning and Asset Management

Account Types:

1) Fee Based Investment Program
2) Annuities
3) Outside Investment Manager Accounts
4) Our Seven Year Track Record of Investment Returns

Fees:
The DATAlynx program has an annual management fee which is adjustable and based upon the total assets that we are managing and also upon the degree of individual stocks and the amount of custom investment management which the account requires. The lowest that the fee can be is based upon the average account asset size and is .60% per year. The highest that the fee can be is 1.5% per year. The annuity programs with no up front commissions and no surrender fees have administrative fees which usually pay us .25%/ quarter for investment advice and management. Our hourly fees for special consultation varies between $80 and $120 per hour and depends upon which one of us is providing the service.

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Article Archive

3/21/2005
Many Wealthy Americans Have Done Nothing to Protect Assets

9/1/2007
Where Fee-Based Brokerage Accounts Stand

1/8/2008
The New Parent Trap

1/9/2008
The Entreprenreuial Vocation