Service One Financial provides tailored investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The registered investment advisor builds custom investment portfolios and provides advice on retirement, estate planning, insurance, college funding, and business succession. Led by principal Gary A. Psotka, the firm operates with a focus on personalized strategies, helping clients navigate complex financial situations. In addition to investment management, Service One Financial offers standalone financial planning and consulting services billed either hourly or at fixed project rates. The firm also provides guidance on insurance and real estate investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard fee ranges from 0.5% to 2.0% annually, paid quarterly in arrears. Fees are negotiable.