Service One Financial (SOF) provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. SOF offers non-discretionary portfolio management advisory services tailored to the client's needs. SOF also provides financial consulting and planning services, including retirement, investment/asset allocation, estate, insurance, college, and business succession planning.
Fee Structure
Service One Financial charges an annual advisory fee based on the value of your portfolio. The fee ranges from 0.5% to 2.0% of your portfolio's value. The specific fee is negotiable. Fees are paid quarterly in arrears. Clients are also responsible for custodial fees and transaction costs.