Financially Speaking, Inc. provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. Services include retirement planning, investment management, education planning, estate planning, tax planning, insurance evaluation, succession/transition planning, and compensation strategies. The firm builds trusting relationships with clients to understand their goals, needs, and risk tolerance, tailoring financial plans and actively managing portfolios.
Assets Under Management$160M
Clients293
Advisors1
Avg. per Client$540K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be re-negotiated in the future depending on scope of services rendered and portfolio value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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