Financial Counsel, located in Surprise, Arizona, offers investment advisory services tailored to each client's needs. They consider your financial situation, goals, and risk tolerance. Services include financial planning, consulting, and portfolio management, including access to SEI Investment Management Corporation programs. Financial Counsel aims to help clients manage their income, assets, and liabilities to achieve their financial goals.
Fee Structure
Financial Counsel manages investment portfolios through programs with SEI Investment Management Corporation. The maximum management fee charged to clients will not exceed 1.50%. This fee does not include custodian fees or internal mutual fund expenses. Financial Counsel also provides asset allocation services for 529 plan accounts through American Funds as a professional courtesy without charge.