Addington Financial Group is a registered investment adviser based in Cypress Springs Village, Texas, providing customized investment management services since 1996. The firm builds portfolios using stocks, bonds, mutual funds, and government securities, offering both discretionary and non-discretionary management. Portfolios are tailored to each client's specific goals, risk tolerance, and time horizon through a structured process of developing investment models and policies. In addition to direct portfolio management, Addington Financial Group assists clients with selecting and reviewing outside managers and third-party investment programs. Comprehensive financial planning services—covering retirement, tax, estate, insurance, and education planning—are included at no additional cost for clients utilizing the firm's managed account services. The firm operates under a legal obligation to act in clients' best interests when providing advice on retirement accounts and individual retirement accounts. Addington Financial Group serves individuals, high net worth individuals, businesses, corporations, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees for accounts over $2,000,000 are negotiable with a minimum of 0.50%. Use of third-party managers incurs an additional fee of up to 0.40% of assets.
