Phoenix Financial Solutions provides personalized financial planning and investment management services to individuals, families, trusts, and businesses. Phoenix Financial Solutions operates on a fee-only basis, meaning the company does not earn commissions or third-party payments, and instead charges clients directly through hourly rates or percentages of the value of your portfolio. For financial planning, Phoenix Financial Solutions offers comprehensive or as-needed hourly advice covering cash flow, budgeting, retirement, college funding, insurance, tax, and estate planning. For investment management, Phoenix Financial Solutions helps build an investment strategy tailored to your risk tolerance and goals, investing in mutual funds, exchange-traded funds, individual stocks and bonds, and certificates of deposit. Phoenix Financial Solutions does not have a minimum account size or investment requirement, welcoming clients from all walks of life.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable at the firm's discretion.