Bill Few Associates offers personalized portfolio management, mutual fund model portfolios, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. Through personal discussions, Bill Few Associates helps clients define their financial goals, time horizons, and risk tolerance to build tailored investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and other securities. The firm manages accounts on either a discretionary or non-discretionary basis. In addition to investment management, Bill Few Associates provides comprehensive financial planning covering personal finance, tax and cash flow analysis, retirement planning, insurance needs, and estate planning, delivering a written report with actionable recommendations. Clients can also access focused consulting services on an hourly basis. Bill Few Associates emphasizes a fiduciary commitment to act in clients' best interests, particularly regarding retirement accounts and rollovers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable based on asset complexity and relationship size. American Funds F-2 Direct Program charges a flat fee between 0.25% and 1.25%.