Financial Advisors Consortium offers personalized investment management, financial planning, and consulting services for individuals, families, trusts, and business entities. Investment management is tailored to each client's specific goals, risk tolerance, and time horizon, utilizing a mix of equities, bonds, mutual funds, exchange-traded funds, and other securities. Portfolios can be managed with the authority to make trades without asking first or on a non-discretionary basis. In addition to portfolio management, Financial Advisors Consortium provides comprehensive or single-subject financial planning covering retirement, education, estate, and insurance needs. The firm also consults on held-away assets such as variable annuities, employer-sponsored retirement plans, and 529 college savings plans. Clients should note that the firm's president is also a licensed insurance agent, mortgage consultant, and real estate broker, creating potential conflicts of interest when recommending related services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% depending on portfolio size, composition, and services rendered. Fees are negotiable.