Financial Connections Group, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$620M
Clients331
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$160M

Fee Structure

Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Customized Portfolio management account minimum $400,000

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm

Financial Connections Group, INC. | TrueAdvisor