Personal Financial Profiles (PFP) offers investment advice and financial planning to individuals and pension/profit sharing plans. PFP provides investment supervisory services, emphasizing cash flow, tax minimization, retirement planning, and long-term objectives. PFP offers financial planning services on an hourly or fixed-fee basis, covering areas like insurance, estate planning, tax, cash flow, retirement, investment, education, and business planning.
Assets Under Management$340M
Clients229
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
For accounts over $1,000,000, the fees are tiered and depend on the asset class (equity/mutual fund vs. bonds/cash). The fees for the individually managed bond and cash component range from 0.65% to 0.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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