FINANCIAL PLANNING SERVICES

FORT WAYNE, IN 260-469-3218 Website

Financial Planning Services employs a long-term investment strategy focusing on mutual funds, emphasizing a buy-and-hold approach rather than short-term trading. The firm utilizes both fundamental and technical analysis…

Fee schedule (excerpt):
  • 1.25% for $0-$500,000
  • 1.25% for $500,001-$750,000