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.

Get Started – Full Service Platinum