Professional Financial Advisors offers comprehensive financial planning, tax analysis, estate planning, and investment management services. Operating through individual financial advisors, the firm helps clients build customized financial strategies, manage portfolios, and navigate major financial milestones. The firm's investment management approach focuses on asset allocation across mutual funds, annuities, and individual securities on a non-discretionary basis, meaning clients must approve all trades. Professional Financial Advisors also provides specialized planning services including master plans, executive plans, tax analysis, estate analysis, and capital requirement projections. The firm emphasizes a conservative approach to asset positioning and works with clients to coordinate their overall financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be charged quarterly, semi-annually, or annually. Qualified clients may choose a performance-based fee of 10% on gains instead of the standard rate.