Financial Advisory Services manages investment portfolios for families, individuals, trusts, businesses, and charitable foundations. Services may include investment planning, retirement planning, college funding, and business planning. The firm analyzes clients’ financial circumstances and risk tolerance to select appropriate securities. Investments are continually monitored and adjusted as needed.
Assets Under Management$230M
Clients296
Advisors2
Avg. per Client$780K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Variations from this schedule may arise under justifiable circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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