Plan Partners LLC
Plan Partners LLC (CRD# 167647) is a financial advisory firm headquartered in , . They manage $53,000,000 in 65 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management53MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$815,385
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, PA
Jonathan Broadbent (CRD# 4649531) is an Investment Advisor Representative working at Plan Partners LLC in Beachwood, OH and has over 13 years of experience in the finance industry.