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Plan Confidence Corp.

Headquartered in SARASOTA, FL

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Firm Information

Plan Confidence Corp. is a Registered Investment Adviser located in Sarasota, FL. The firm provides portfolio management for individuals. They primarily serve individuals other than high-net-worth individuals. The firm has 1 client and manages approximately $31,000 in regulatory assets.

Plan Confidence Corp.

1900 MAIN STREET

SARASOTA, FL 34236

$31,000

Assets Under Management

745

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non discretionary advice (3)(21)(a)ii

Non discretionary advice (3)(21)(a)ii

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PLAN CONFIDENCE CORP. has a total of 1 branch locations across the country.
location

SARASOTA, FL

Advisors at Plan Confidence Corp.

View All 1 Advisors
Unclaimed
Kevin Thomas Clark

RA

SARASOTA, FL

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Disclosures

There are no public disclosures for Plan Confidence Corp..

Frequently Asked Questions (7)

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