Plan Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 167647
- Website
- www.planpartners.net
- Custodians
- TD AMERITRADE, INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Plan Partners LLC is a small, individually owned investment and insurance advisory firm organized as a limited liability company. The firm serves individual and family clients and combines portfolio management and pension consulting-related advisory services with insurance brokerage activity. Its advisory scope includes portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. Compensation comes through both a percentage-of-assets arrangement and fixed fees. The firm does not identify as an active ESG investor and appears to operate on a single-state basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
Contacts
1 of 1Jonathan Broadbent
Founding PartnerCRD 4649531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations