The Financial Discovery Group provides financial planning and investment management services. Financial planning covers cash flow, retirement, insurance, tax, education funding, and estate matters. Investment management is tailored to each client's needs, with annual review meetings to discuss their financial situation. Clients can restrict investments in certain securities.
Assets Under Management$110M
Clients82
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K+ | 1.00% |
For portfolio values less than $500,000, there is a fixed minimum annual fee of $6,250. Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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