Financial filosophy offers personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm is fee-only and does not sell commissioned products.
Assets Under Management$5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.0M | 1.00% |
| $6.0M - $7.0M | 0.80% |
| $7M+ | 0.60% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...