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Brandon John Abe

Planning Capital Management Corp.

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About Brandon John Abe

Brandon John Abe is a financial advisor with Planning Capital Management Corp., a firm with offices in PAOLI, PA. Brandon has been working in the industry since 2011. Brandon is registered as an Investment Advisor Representative in New Jersey and Pennsylvania. He has also earned the Certified Financial Planner designation. Planning Capital Management Corp specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's clients include high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth.

Firm Information

Brandon Abe is currently registered with Planning Capital Management Corp.. Planning Capital Management Corp. is a Pennsylvania-based Registered Investment Advisor (RIA) with approximately $313,253,709 in regulatory assets under management (AUM). The firm provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. They also offer selection of other advisors and portfolio management for businesses. The firm has a presence on LinkedIn, Facebook, YouTube, and Twitter.
Planning Capital Management Corp.

1500 E. LANCASTER AVE.

PAOLI, PA 19301

$313.25M

Assets Under Management

10

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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Brandon Abe’s Registration & Firm History

PA

02/05/2018 - Present

Planning Capital Management Corp. (PAOLI PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon John Abe.
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