Fiscalis Advisory is a fee-only firm offering financial planning, investment advice, and tax-related services to individuals and families. Fiscalis acts as a trusted guide in a legally required best interest capacity. Services are tailored to each client’s unique financial situation and goals. Fiscalis does not sell any products or accept commissions, ensuring advice is solely in the client's best interest.
Assets Under Management$45M
Clients22
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$800K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.20% |
| $800K - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees are based on the market value of the account as of the close of the prior billing period. The firm may combine the value of related accounts for billing purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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