ADVISORS TRUST PLANNING AND INVESTMENT COMPANY

Overview

Advisors Trust Planning And Investment Company is a small, corporately organized advisory business reportedly owned by an individual. The firm combines advisory services with broker-dealer and insurance distribution activity — it operates as a registered representative of a broker-dealer and as an insurance broker. Its advisory activities are described as financial planning services and pension consulting services; the snapshot also flags "Pension Consultant: No," which indicates a potential reporting nuance between listed services and regulatory designations. Fees are charged on a percentage-of-AUM basis (and via other unspecified arrangements). The firm is not identified as a multi-state adviser, is not active on ESG investing, and is not classified as a capital allocator. An industry affiliation with a law firm is noted.

Assets & Accounts

Investments & Alternatives