P3 Financial Management offers investment advice and financial planning to individuals and high net worth individuals. P3 creates customized investment strategies based on client goals, risk tolerance, and financial situation. P3 may recommend stocks, bonds, mutual funds, and exchange-traded funds. P3 also offers financial planning services covering areas like retirement, education, and insurance needs. P3 does not have discretionary authority to select the broker-dealer/custodian for custody and execution services.
Assets Under Management$3.1M
Clients2
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$3.1M
Fee Structure
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.45% |
| $2M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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