Phoenix Financial Solutions offers financial planning and investment advisory services. Financial planning covers areas like cash flow, retirement, college funding, insurance, tax, and estate planning. Investment advisory services include developing an investment policy based on the client's risk tolerance and objectives. Phoenix Financial Solutions does not have discretionary authority over client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Investment advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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