Finnestad Financial, led by David Del Finnestad, is a fee-only investment advisory firm offering discretionary portfolio management services. Finnestad Financial works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Investment advice is tailored to each client's needs and objectives, and clients can impose restrictions on investments.
Assets Under Management$14M
Clients20
Advisors1
Avg. per Client$680K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $199K | 2.00% |
| $199K - $500K | 1.70% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Advisory fee is negotiable. Finnestad Financial may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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