Professional Financial Management, Inc. offers financial planning and investment management services to individuals, trusts, business owners, and retirement plans. As a fee-only firm, they don't sell products or accept commissions. They focus on diversified portfolios, tilting towards small capitalization and value stocks, and use fixed income investments to manage portfolio performance. They consult with clients' other advisors to provide tailored strategies.
Assets Under Management$270M
Clients152
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.5M | 0.65% |
| $1.5M - $3.5M | 0.45% |
| $3.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are not negotiable, but Professional Financial Management may waive its minimum fee and/or charge a lesser fee based upon certain criteria (e.g., employees or close relatives, type of assets, related accounts).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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