Addington Financial Group is a registered investment advisor offering personalized investment advice through managed account services. Financial planning is included with managed account services, covering areas like risk management, tax, estate, investment, education, and retirement planning. Addington Financial Group uses a mix of active and passive management strategies, constructing portfolios with stocks, bonds, mutual funds, and U.S. government securities. The firm offers both discretionary and non-discretionary managed account services.
Assets Under Management$340M
Clients94
Advisors2
Avg. per Client$3.6M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
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 are negotiable for accounts over $2,000,000. Addington Financial Group also offers the use of third-party managers for an additional fee not exceeding 0.40% of your portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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