Transition Financial Advisors Group, INC.
Assets Under Management
$261.5M
Number of Clients
144
Number of Advisors
4
Avg. Portfolio per Client
$1.8M
Avg. Managed per Advisor
$65.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Transition Financial Advisors Group provides investment management and financial planning services. Investment management can be either the sole service or part of a wealth management program that includes financial planning. Financial planning is also offered as a stand-alone service. Transition Financial primarily uses mutual funds, individual stocks, and bonds. They also offer tax preparation services for an additional fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
Fee schedule is for U.S.-based clients. Canada-based clients have a different fee schedule. Fees are negotiable and may vary based on several factors.
Fee Estimator
Areas of Practice
Location
AZ, United States