Financial Avengers, Inc. provides investment management and financial planning services. They focus on helping clients navigate their finances, manage debt, and achieve financial freedom. They invest client capital on a discretionary basis, primarily in a mix of stock, bond, and balanced mutual funds, individual stocks, individual bonds and cash. They are buy-and-hold investors and do not participate in market timing or other high-risk strategies. Financial planning services are included in their investment management fees.
Assets Under Management$430M
Clients214
Advisors1
Avg. per Client$2M
Avg. per Advisor$430M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
For accounts where the primary objective is withdrawal (retirement or disability), the annual fee is 0.50%. Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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