Asset Planning Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$345,657,624
Total clients
151
45% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
76
Average account size
$2,289,123
Client services
Fee options
Flat dollar fees may be proposed for Business Planning, Financial Planning, Retirement Planning Services, Accounting, or Tax Return Preparation.
Maximum of 1.50% per annum
Fee-only: Fee only advisory firm; receives no commissions or payments other than from clients.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Asset Planning Services Inc
509 W. 21 St Avenue
Covington LA 70433, United States
Number of offices
1
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