Planning Capital Management Corp
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Overview
Planning Capital Management Corp is located at 1500 E. Lancaster Ave., Paoli, PA. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Planning Capital Management Corp is not a registered broker-dealer.
Planning Capital Management Corp oversees $313.3 million in assets under management across 868 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The firm caters to retail investors, high net worth investors, and pension plans, with retail investors being the largest client type by accounts. The fee structure at Planning Capital Management Corp includes asset-based, hourly, and fixed fees. The firm has 92 high net worth clients.
Planning Capital Management Corp is registered in the states of California, Colorado, Florida, Nebraska, New Jersey, North Carolina, Pennsylvania, South Carolina, and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Planning Capital Management Corp by the Numbers
$313.3 million
6
868
$360.9 thousand
Products and Services
Planning Capital Management Corp provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. In the prior financial year, Planning Capital Management Corp provided 101-250 of its accounts with financial planning services. It is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely vary depending on the financial services offered. Fees charged by Planning Capital Management Corp most likely consist of any blend of the following fee structures: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors, high net worth investors, and pension plans. Out of its 3 clients, Planning Capital Management Corp's biggest client group by number of accounts is high net worth investors, though it also manages money for 92 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 36.65%
- Other Individuals - 60.16%
- Corporations - 3.19%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Planning Capital Management Corp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Planning Capital Management Corp
Paoli, PA
Paoli, PA
Paoli, PA
Paoli, PA
Plainfield, NJ
Paoli, PA
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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