Financial Facilitators, led by Alan P. Houck, assists clients in determining appropriate asset allocations and investment strategies. They help clients select money managers or mutual funds and provide assistance with paperwork for placing funds with a Broker-Dealer. Financial Facilitators does not manage client assets on a discretionary basis.
Assets Under Management$10M
Clients26
Advisors1
Avg. per Client$390K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Financial Facilitators offers investment advisory services for a percentage of the assets they manage. These fees range from 1% to 3% annually. The fees are collected quarterly from the client's assets by a Broker-Dealer, and Financial Facilitators receives a percentage of the overall fee through a wrap-fee agreement.
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