Paisley Financial provides financial consulting and investment management services. Financial consulting includes cash flow management, retirement planning, investment planning, estate planning, college funding, business succession planning, and tax planning. Investment management is tailored to individual client needs. Paisley Financial also offers pension consulting services to employer plan sponsors and participant account management through a third-party platform.
Assets Under Management$35M
Clients141
Advisors1
Avg. per Client$250K
Avg. per Advisor$35M
www.youtube.com/user/paisleyfinancial/videos ·www.facebook.com/paisleyfinancial ·www.paisleyfinancial.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable. For accounts less than $5,000, Paisley Financial may waive its fee until the balance exceeds $5,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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