Minerva Planning Group

Minerva Planning Group, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission, established in November 1987 and registered in July 2003. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, and other investment advisors. Minerva Planning Group acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm offers customized investment advisory solutions, utilizing low-cost, diversified mutual funds and/or exchange-traded funds to achieve clients' investment goals. Additionally, Minerva Planning Group provides financial planning and consulting services, offering recommendations for various financial needs such as investment planning, retirement planning, personal savings, and education savings. The firm's fee structure for investment management services is based on a tiered schedule, with fees ranging from 1.00% to 0.40% based on assets under management. Financial planning services are offered on an hourly basis, with fees up to $250 per hour. Fees are billed quarterly and deducted from client accounts. Minerva Planning Group does not charge performance-based fees and does not receive compensation for securities transactions other than advisory fees. Clients of Minerva Planning Group have investment discretion, allowing the firm to select and manage securities in client accounts without prior approval. The firm does not accept or maintain custody of client funds, except for limited purposes related to fee deductions and money movement authorization. The firm primarily employs fundamental analysis in developing investment strategies, focusing on economic and business indicators to evaluate potential investments. The firm's team includes Micah S. Porter, CFA® CFP® (Chief Executive Officer and Chief Compliance Officer), Amy Mawson, CFP® (Associate Advisor), and James C. Brown, CFP® (Paraplanner). The team members have extensive educational backgrounds and experience in financial planning. Minerva Planning Group has a comprehensive Privacy Policy in place to protect clients' personal information and ensure data security. Clients are provided with annual updates of the Privacy Policy and are notified of any material changes.