Investment Management, Advice, Guidance and Planning

PlanRock offers three levels of service based on your need for advice, guidance and planning. All advice and guidance levels utilize the powerful online planning tools and financial advisors of PlanRock. The service levels are Silver, Gold and Platinum. Please see below for more information.

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Bronze Level Services Offered:

  • Investment portfolio management by the PlanRock professional investment staff
  • Personalized Investment Policy Statement based on your customized goals and objectives
  • PlanRock Comprehensive Financial Planning Tools
  • Educational information and articles
  • Comprehensive account administration and support services
  • Quarterly basic performance report, reviewing your PlanRock investment accounts held at Charles Schwab sent to your online Client Portal vault.
  • The annual fee for this service, which includes all the items listed above, is 0.55%.

If you are interested in comprehensive planning and investment portfolio management with advice and guidance through our Platinum, or Family Office service. Please see below.

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Platinum Level Services Offered:

  • Investment Portfolio Management by the PlanRock professional investment staff
  • Personalized Investment Policy Statement based on your customized goals and objectives
  • PlanRock Comprehensive Financial Planning Tools
  • Personal guidance and construction with the PlanRock Financial Planning Tools.
  • 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
  • The annual fee for this level, which includes all the services listed above, is 1.05%. *Discounts may apply based on assets and services rendered.

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Family Office Level Services Offerred:

  • Investment Portfolio Management by the PlanRock professional investment staff
  • Personalized Investment Policy Statement based on your customized goals and objectives
  • PlanRock Comprehensive Financial Planning Tools
  • Personal guidance and construction with the PlanRock Financial Planning Tools
  • 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
  • Full-service concierge services such as bill payment, vacation, home repair, and maintenance scheduling
  • Unlimited guidance, service, and advisory needs
  • The annual fee for this level, which includes all the services listed above, is 1.35%. *Discounts may apply based on assets and services rendered.

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Client Relationship Relationship Form

*Our typical household asset minimum for the Bronze level service is $100,000. Our typical household minimum for Platinum level service is $500,000 and for Family Office level service is $1,000,000. Minimum fees may apply.

Please fill out all items below. A representative will contact you via email to give you your next steps. If you have any questions please call 800-677-6025 or let us know through the notes section below. Thank you!

  • All of the following information is required to establish a client/advisor relationship with PlanRock Wealth Management as well as Charles Schwab Institutional. If you are uncomfortable answering any questions, please contact your advisor or PlanRock at 800-677-6025
  • This is required to open an investment/savings/IRA, etc account with Charles Schwab Insitutional.

  • This is required to open an investment/savings/IRA, etc. account with Charles Schwab Insitutional.