Portfolio Management & Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Portfolio Management & Planning, Inc. provides investment advisory and discretionary portfolio management services to individual clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm develops individualized investment plans and implements portfolios across stocks, mutual funds, fixed income, CDs and other client‑approved assets.
The firm’s investment process uses fundamental analysis for stock selection, combining growth, value and income-oriented holdings while emphasizing diversification to reduce unsystematic (company‑specific) risk. Accounts are reviewed at least annually and clients receive quarterly reporting that includes market commentary, transaction activity and performance data.
The firm manages roughly $95 million for about 28 clients, so average account sizes tend to be relatively large, and it typically requires discretionary trading authority while permitting client‑specified restrictions on holdings. It charges percentage‑of‑assets fees billed quarterly (a fee model that is less common among peer firms) and does not serve as a private fund adviser.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $250,000
Main office
Arlington VA
Advisors at this office
1
Most active in
Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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