Financial Planning Concepts Of America, Inc.
Financial Planning Concepts Of America, Inc. (CRD# 126411) is a financial advisory firm headquartered in Staten Island, NY. They manage $64,845,479 in 316 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management65MILLION
Total Number of Accounts316ACCOUNTS
Average Account Value$205,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses