Farrow Financial offers financial planning, investment management, and consulting services. Financial planning addresses goal identification, cash flow analysis, insurance, investments, taxes, retirement, and estate planning. Investment management includes developing and monitoring investment portfolios. Consulting services include business valuations and research. Farrow Financial acts as a fiduciary when providing investment advice regarding retirement accounts.
Assets Under Management$280M
Clients195
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. Employees and immediate family members may receive reduced or waived fees. Financial planning service is included in investment management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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