Professional Financial Strategies provides investment management services on both discretionary and non-discretionary bases to individuals and families. The firm also offers financial planning for those preparing for or already in retirement, as well as legacy planning. They coordinate client investment accounts with their individual financial situations, working with clients to determine their planning objectives and goals. The firm's investment strategies are coordinated within a structured management process aligned with Certified Financial Planner practice standards. They may also collaborate with other professionals, such as accountants, tax advisors, and attorneys, at the client's request.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable. Standard, Preferred and Premier service levels each has its own minimum fee schedule without regard to household assets under management that includes that level’s financial planning services. Client’s advisory fee increases as assets growing under management offset fee minimums.