Farrell Financial provides financial planning and investment management services. Planning services include comprehensive life planning, targeted financial planning, and general consulting. Investment services include ongoing portfolio management based on individual goals and risk tolerance. Farrell Financial also offers qualified and non-qualified plan consulting. Farrell Financial acts as an expert witness in legal matters.
Assets Under Management$54M
Clients118
Advisors1
Avg. per Client$460K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1M+ | 0.60% |
Fees are for advisory services only and do not include custodial fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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