Finley Financial provides investment advisory services, creating diversified portfolios tailored to each client's needs. The firm focuses on asset allocation and structured portfolio management, primarily using exchange-traded funds (ETFs) and mutual funds. Portfolios are constructed based on an evaluation of each client's risk tolerance, financial objectives, and individual requirements. Finley Financial manages client assets on a discretionary basis.
Assets Under Management$260M
Clients124
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees are negotiable on a per-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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