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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Silver Level Services Include:

  • Investment Portfolio Management by the PlanRock professional investment staff.
  • Personalized Investment Policy Statement based on your customized goals and objectives.
  • Comprehensive Financial Planning Tools.
  • Education and articles.
  • Personalized account administrative and support services.
  • A quarterly basic performance report sent to your online portal vault reviewing your PlanRock’ investment portfolio held at Charles Schwab Institutional.
  • Annual review with a financial advisor through our online planning tools portal.
  • The annual fee for this level, which includes all the services listed above, is 0.55%. *Minimum annual fee: $550

Gold Level Services Include:

  • Investment Portfolio Management by the PlanRock professional investment staff.
  • Personalized Investment Policy Statement, based on your customized goals and objectives.
  • Comprehensive Financial Planning Tools.
  • Education and articles.
  • Personalized account administrative and support service.
  • Quarterly comprehensive performance report, sent to your online portal vault, reviewing your PlanRock account held at Charles Schwab Institutional.
  • Quarterly, personalized video from the Chief Investment Officer discussing the markets, economy, and your investment portfolio.
  • Semi-annual review with a financial advisor through our online planning tools portal.
  • The annual fee for this level, which includes all the services listed above, is 0.75%. *Minimum annual fee: $750.

Platinum Level Services Include:

  • Investment Portfolio Management by the PlanRock professional investment staff.
  • Personalized Investment Policy Statement based on your customized goals and objectives.
  • Comprehensive Financial Planning Tools.
  • Personal guidance and construction with the PlanRock Financial Planning Tools.
  • Education and articles.
  • Personalized account administrative and support service.
  • Quarterly comprehensive performance report, sent to your online portal vault, reviewing your PlanRock account held at Charles Schwab Institutional.
  • 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%. *Minimum annual fee: $1,050.

Platinum Concierge Level Services Include:

  • Investment Portfolio Management by the PlanRock professional investment staff.
  • Personalized Investment Policy Statement based on your customized goals and objectives.
  • Comprehensive Financial Planning Tools.
  • Personal guidance and construction with the PlanRock Financial Planning Tools.
  • Education and articles.
  • Personalized account administrative and support service.
  • Quarterly comprehensive performance report, sent to your online portal vault, reviewing your PlanRock account held at Charles Schwab Institutional.
  • 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 scheduling, home repair, and maintenance.
  • Unlimited guidance, service, and advisory needs.
  • The annual fee for this level, which includes all the services listed above, is 1.35%. *Minimum annual fee: $1,350.

Silver, Gold and Platinum Relationship Form

*Our typical household asset minimum is $75,000. Our minimum fees, based on our extensive services, maybe be closer to a $100,000 household relationship.

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!