Finesse Funds, LLC generally refers clients to Index Fund Advisors (IFA) for investment management, which involves purchasing stock and bond index funds based on an asset allocation determined by the client and Finesse Funds or IFA. When clients request individual stock, bond, or mutual fund purchases, Finesse Funds provides ongoing portfolio management services. Finesse Funds also provides advice on 529 College Savings Plans at an hourly rate. Finesse Funds does not participate in wrap fee programs.
Assets Under Management$41M
Clients22
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable depending on the size of the investment and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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