Financial Advisors of Virginia provides personalized financial planning and investment management services. They help clients with financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. The firm creates tailored investment portfolios based on each client's individual goals, risk tolerance, and time horizon. Clients can select the services they want.
Assets Under Management$48M
Clients40
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Asset Management fees are negotiated on a case-by-case basis, depending on the assets under management (AUM) and the complexity of the services provided. The asset management fee may be a flat percentage or a tiered schedule. Our typical flat fee is 1.0% but may be higher or lower depending on circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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