Limerick Financial Group provides investment advisory services, including managing investments and offering financial planning. They work with individuals, businesses, retirement plans, trusts, and charities. Limerick Financial Group can provide investment advice on its own, or combine it with financial planning services. They do not sell insurance or investment products and do not accept commissions.
Assets Under Management$69M
Clients82
Advisors2
Avg. per Client$840K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $249K | 1.75% |
| $249K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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