Floyd Green Financial Services, Inc. provides financial planning, retirement planning, and investment portfolio management to individuals and small businesses. The firm analyzes clients' risk tolerance and constructs portfolios of indexed funds or exchange-traded funds (ETFs) to provide reasonable returns based on their risk tolerance.
Assets Under Management$15K
Clients1
Advisors1
Avg. per Client$15K
Avg. per Advisor$15K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fees generally range from 0.5% to 1%. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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