FarFromWallStreet offers investment advisory services, specializing in comprehensive portfolio management. This includes asset management and financial consulting to help clients meet their financial goals. They work with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach using various securities. They may also utilize independent money managers. The firm reviews accounts regularly and rebalances them as needed. Clients are expected to notify FarFromWallStreet of any significant changes in their financial or personal circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee our firm charges for this service will not exceed 1.50%. Fees are generally negotiable. Clients using Third Party Managers will be charged in excess of the maximum fee published above for this service.