Low Fee, No Advice Investment Portfolio Management

The Bronze Level service of PlanRock offers a purely online digital Investment planning and investment portfolio managed services for the cost conscience investor. Our Bronze level service is available at a low annual fee of 0.35%.

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Investment Portfolio Management and Planning Tools without Advice or Guidance

The Bronze level service of PlanRock offers online financial planning tools and professional investment management services for the cost conscience investor. All levels of service include the PlanRock Comprehensive Financial Planning Tools.

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Bronze Levels Services Included:

  • 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
  • Semi-annual 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 0.35%. *Minimum annual fee: $450

If you are interested in comprehensive financial planning and investment portfolio management with advice and guidance through our Silver, Gold, Platinum, or Platinum Concierge service. Please click the “Learn More” button below.

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Bronze – Investment Management Relationship Form

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!