Finley Wealth Advisors provides financial planning and investment management services. They work with clients to define financial goals and develop strategies to achieve them. This includes cash flow and budget management, tax planning, risk exposure review, investment planning, education funding, retirement planning, estate planning, charitable goals, special needs planning, and family business succession issues. Finley Wealth Advisors does not sell financial products or accept commissions.
Assets Under Management$120M
Clients72
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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