Farley Financial is an investment advisory firm that specializes in investment management for individuals, families, trusts, guardianships, foundations, and endowments. They use a four-step process: Organize, Formalize, Implement, and Monitor. They focus on asset allocation and diversification to maximize potential returns within a client's risk tolerance. Farley Financial does not take custody of client assets; they are held by a third-party brokerage firm.
Assets Under Management$61M
Clients150
Advisors2
Avg. per Client$410K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...