Probitas Financial offers investment advice to clients, implementing it through Turnkey Asset Manager Programs (TAMPs). They work with clients to establish investment policies based on their individual needs, goals, and risk tolerance. Probitas Financial monitors and reviews account performance. The firm's president is also a registered representative of United Planners Financial Services, creating a potential conflict of interest.
Fee Structure
Probitas Financial's fee is a percentage of the assets managed, typically ranging from 0.70% to 1.5% per year. In addition to Probitas Financial's fee, the Turnkey Asset Manager also charges a platform or administrative fee, typically ranging from 0.15% to 1.1% per year. The total fees you pay will depend on the specific Turnkey Asset Manager program you use.