Personal Financial Advisors, Inc. manages investment portfolios based on individual client needs and goals. They also offer financial planning services, which include evaluating a client's current and future financial state to predict cash flows and asset values. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$80M
Clients155
Advisors3
Avg. per Client$520K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8M+ | 0.30% |
Advisory fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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