Personal Financial Solutions offers investment management services, including recommendations for lump sum and systematic investments, and asset allocation. The firm also provides limited financial planning services tailored to individual client needs, focusing on investments, insurance, taxes, and estate plans. Services are based on an initial interview and data gathering to determine the client's financial situation and investment objectives.
Assets Under Management$2.2M
Clients22
Advisors1
Avg. per Client$99K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The minimum annual fee is $100, which may increase the maximum percentage rate paid on smaller accounts to more than 0.75% annualized, but in no case would the fee exceed 2% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...