PlanPrep's Easy Way to Invest


Take advantage of PlanPrep's investment services, featuring:

Low Cost, Tax Efficient Investments 

The program uses a well-diversified selection of low cost exchange traded funds (ETFs) and exchange traded notes (ETNs) from some of the leading asset managers in the industry. We select investments that mirrors what each category represents.

PlanPrep's Free Account Transfer Support

You'd think that this is a no brainer. Just fill out the paperwork, right? What could go wrong? Plenty! Don't move your accounts without our assistance.

Quarterly Performance Reporting (when requested)

This allows you to see how you are progressing relative to industry benchmarks. We will discuss how you're doing at least once a year, and more often as your situation or the markets require.

Automated Deposits

You can add to your accounts on a regular basis as you would at work. Out of sight, out of mind is the best way to save, along with socking away bonuses and half of each raise you receive.

Waiver of Future Financial Planning Fees

PlanPrep also provides comprehensive financial service for a separate fee based on your total assets. Those fees are waived when the aggregate of your household investments of $500,000 or more have been held with PlanPrep for 12 months or longer.

One All-Inclusive Investment Management Fee *

Your investment management fee covers all transaction costs and custodian fees. You're billed after the end of each quarter. Fees are prorated for the days in the quarter for which the funds were in your account, and are deducted directly from each account based on the following annual schedule:

* Each fund has its own internal expenses that are not included in the stated fees above . Those expenses are outlined in the prospectus for each fund and would be charged at the fund level. These do not appear on your statements. Prospectuses should be read before you invest.

Please review our Investment Management Agreement and ADV Part 2A.


Contact us today to invest the PlanPrep way!