Financial Connections Group provides financial planning and investment management services to individuals, couples, trusts, and small businesses. As a fee-only firm, they do not sell products or receive commissions, and they act as fiduciaries, putting client interests first. They offer hourly/project-based financial planning, ongoing financial planning, and customized investment portfolios. The firm uses a global core-satellite approach to investment management and offers socially responsible investing options.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Customized Portfolio management account minimum $400,000