Great Plans Capital Management, LLC
Great Plans Capital Management, LLC (CRD# 127717) is a financial advisory firm headquartered in Cary, NC. They manage $12,866,000 in 63 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$204,222
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Fruchter (CRD# 1482930) is an Investment Advisor Representative working at Great Plans Capital Management, LLC in Cary, NC and has over 23 years of experience in the finance industry.