Fike Advisors offers personalized financial planning and recommends third-party investment managers. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning. Fike Advisors is a fee-based firm and does not sell commissioned products, but its members are affiliated with an entity that sells financial insurance products.
Assets Under Management$100M
Clients735
Advisors3
Avg. per Client$140K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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