Virtual Investment Planning LLC

RIAState Registered

Total AUM

$23.7M

Discretionary

$20.9M

88% of AUM

Avg account

$194K

Accounts

122

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 327136
Website: www.virtualinvestmentplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals78.51%
HNWI20.28%
Corporations / Businesses1.22%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Virtual Investment Planning LLC is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm provides fee-based financial planning and discretionary portfolio management, and it also offers pension consulting and manager selection services. Its billing arrangements include a percentage-of-assets model alongside hourly and fixed-fee options, allowing flexibility for different client engagements. The firm does not identify itself as an active ESG investor.