Supporting Your Choices provides personalized financial planning and investment management. They offer advice on cash flow, college, retirement, tax, and estate planning. The firm operates on a fee-only basis, avoiding commissions. Investment advice is non-discretionary, meaning clients make the final decisions. They have custody of client assets solely for fee deduction purposes, with assets held at a third-party custodian.
Assets Under Management$46M
Clients26
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management
Supporting Your Choices manages assets for clients who have an ongoing flat fee retainer agreement. The firm primarily invests in no-load mutual funds and exchange-traded funds (ETFs). Stocks and bonds may also be purchased. The firm does not receive any compensation from fund companies.
Loading...
