Second Look Financial provides investment supervisory services, investment advice, retirement analysis, pension planning, debt/mortgage analysis, asset allocation, and financial planning. Michael C. Dillon is the Managing Principal. The firm also offers life and health insurance for normal commissions.
Assets Under Management$340K
Clients7
Advisors1
Avg. per Client$48K
Avg. per Advisor$340K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable, especially for amounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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