Farmingbury Financial Services offers personalized financial planning and investment advice. This includes help with financial goals, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Investment management is offered, often through referrals to third-party advisors who manage portfolios based on your goals. Farmingbury also evaluates employee retirement plans for businesses.
Fee Structure
Farmingbury Financial Services offers investment management, often by referring clients to third-party advisors. If your investments are managed by a third-party advisor like Matson Money or Efficient Advisors, the annual fees paid to Farmingbury range from 0.25% to 1.25% of your assets under management. These fees are negotiable. If Farmingbury manages your investments directly, annual fees range up to 1.00% and are also negotiable. Fees are charged quarterly. You are also responsible for custodian fees and brokerage commissions.