Financial Perspectives, Inc. provides personalized investment advisory services, financial planning, retirement plan consulting, account aggregation, and independent manager services. FP works with individuals, trusts, businesses, and retirement plans. FP tailors its investment advice to each client's needs and goals. Financial planning services may include advice on estate planning, tax planning, and insurance. FP may recommend other professionals, but clients are not obligated to use them.
Fee Structure
Financial Perspectives, Inc. offers investment management services where they manage client accounts on an ongoing basis. The fees are calculated as a percentage of the value of your portfolio and are paid quarterly. The exact fee is specified in your agreement. The fees are negotiable based on factors like the amount you invest and the complexity of your situation.