Personal Choice Financial Advisors (PCFA), operating as Financial Rounds, manages investment portfolios and offers financial planning services. PCFA's planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. PCFA also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$210M
Clients188
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients who also sign up for flat fee financial planning can get a 0.25% reduction in investment management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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