Classic Financial & Investment Services provides investment advice to clients, focusing on a diversified asset allocation strategy using US and foreign stocks, exchange traded funds, mutual funds, and options. They aim for total return, selecting securities based on option premium characteristics and growth potential. They communicate regularly with clients to understand their financial situation and goals, and may adjust holdings based on these interactions. Fees are negotiable for larger accounts.
Assets Under Management$59M
Clients51
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable for non-discretionary accounts over $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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