Expand Financial offers investment management services on both a discretionary and non-discretionary basis, allocating client assets among equities, ETFs, and mutual funds. They also provide financial planning ideas and strategies, addressing estate, income tax, charitable giving, cash flow, wealth transfer, and family legacy objectives. Expand Financial may use third-party investment managers and offers retirement plan consulting services to employer-sponsored retirement plans and their participants.
Assets Under Management$2.8B
Clients1,858
Advisors6
Avg. per Client$1.5M
Avg. per Advisor$460M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Flat fees may be negotiated. Fees are assessed on all managed and non-managed assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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