Investment Management, Advice, Guidance and Planning
PlanRock Direct offers a full service Platinum to Family Office service. Please see below for more information.
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Full Service Platinum Level Services Offered:
- Investment Portfolio Management by the PlanRock professional investment staff or Financial Advisor
- Personalized Investment Policy Statement based on your customized goals and objectives, guided by your Financial Advisor
- PlanRock Comprehensive Financial Planning Tools
- Personal guidance and construction with the PlanRock Financial Planning Tools, guided and constructed by your Financial Advisor
- Educational information and articles
- Personalized account administrative and support service
- Quarterly comprehensive performance report, reviewing your PlanRock account held at Charles Schwab, sent to your online Client Portal vault
- Quarterly, personalized video from the Chief Investment Officer or your Financial Advisor, discussing the markets, economy and your investment portfolio
- Quarterly review with a financial advisor through our online planning tools portal or in person
- Unlimited calls, guidance and planning
- The annual fee for this level, which includes all the services listed above, is 1.05%. *Minimum fees and discounts may apply based on investment assets and services rendered.
- The minimum relationship is typically $1,000,000 in investment assets.