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 $76,000,000 in 302 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts302ACCOUNTS
Average Account Value$251,656
- 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