Assets Under Management
$221.8M
Number of Clients
355
Number of Advisors
1
Average Client AUM
$625K
AUM per Advisor
$221.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Plotkin Financial Advisors, LLC (PFA) is an SEC-registered investment adviser that provides portfolio management services to individuals through Charles Schwab. PFA offers asset management services on a discretionary and nondiscretionary basis. PFA also provides additional services such as estate planning, insurance counseling, and tax planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | Included |
Fees negotiable for accounts over $5,000,000.
8401 Connecticut Avenue, Suite 401, Chevy Chase, MD, 20815-5833