Expert Financial Services, LLC offers a managed account investment program where clients pay a fee for asset allocation, portfolio supervision, consolidated reporting, and periodic recommendations based on their investment objectives. The firm purchases and sells securities such as stocks, bonds, mutual funds, and ETFs. Transactions are executed at the direction of the client using limited discretion, unless discretionary management has been agreed upon.
Assets Under Management$92M
Clients74
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Expert Financial Services manages your account for a percentage of the assets they manage. The annual fee is negotiable and ranges from 0.70% to 1.00%, depending on the size and complexity of your account. The fee is paid from client assets, quarterly, after the quarter has ended.
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