Plan & Act
Plan & Act (CRD# 148453) is a financial advisory firm headquartered in , . They manage $38,000,000 in 321 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Plan & Act
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts321ACCOUNTS
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Average Account Value$118,380
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL, MI, OH
Financial Advisors at Plan & Act
1
Robert Schumann (CRD# 2518448) is an Investment Advisor Representative working at Plan & Act in Buena Vista, CO and has 1 year of experience in the finance industry.
2
Christopher Tanner (CRD# 6800859) is an Investment Advisor Representative working at Plan & Act in Buena Vista, CO and has over 5 years of experience in the finance industry.
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