Financial Advisory Services offers portfolio management based on individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. Basic financial planning is included with investment management. Comprehensive financial planning is offered separately at an hourly rate. Financial Advisory Services generally limits its advice to mutual funds, equities, bonds, ETFs, real estate, and insurance products.
Assets Under Management$140M
Clients75
AdvisorsN/A
Avg. per Client$1.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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