Platinum Planning, Inc.
Platinum Planning, Inc. (CRD# 120213) is a financial advisory firm headquartered in Sarasota, FL. They manage $3,400,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts100ACCOUNTS
Average Account Value$34,000
- 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
- Selection of other advisers (including private fund managers)
James Williamson (CRD# 2437372) is an Investment Advisor Representative working at Platinum Planning, Inc. in Sarasota, FL and has over 14 years of experience in the finance industry.