Financial Solutions structures investment portfolios to meet client objectives, providing ongoing asset allocation and buy/sell recommendations. They also offer financial planning and retirement planning consultations to individuals, high net worth individuals, and corporate pension and profit-sharing plans.
Assets Under Management$32M
Clients13
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.00% |
| $350K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
The fee structure may be changed at any time with 30 days written notice. The fee for accounts between $3,000,000 to $5,999,999 and $6,000,000 to $9,999,999 is the same as for accounts between $2,000,000 to $2,999,999.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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