Florian Financial Group offers investment management and financial planning services. For investment management, they create personalized investment plans based on your risk tolerance, income needs, time horizon, and financial goals. They use various investment strategies based on asset allocation and risk management. Financial planning covers retirement, investments, insurance, education, and estate planning. They also offer retirement plan advisory services to individuals and organizations.
Assets Under Management$150M
Clients204
Advisors3
Avg. per Client$740K
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.20% |
| $300K - $1.0M | 0.86% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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