Financial Solutions offers financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Financial Solutions is a fee-only firm, meaning it doesn't sell products for commissions or have affiliations with entities that do. The firm provides advice through consultations, helping clients with financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning.
Assets Under Management$49M
Clients122
Advisors1
Avg. per Client$410K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Minimum annual fee of $3,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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