Financially in Tune offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. They create investment strategies using mutual funds, exchange-traded funds, and individual securities. They also offer financial planning services covering areas like retirement, education, and savings. Clients are not obligated to implement any recommendations.
Assets Under Management$330M
Clients175
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management (also available separately)
Financially in Tune charges a fixed fee for investment management services, paid quarterly in advance. The fee is based on the amount of assets managed, the complexity of the engagement, financial planning needs, and the frequency of reviews and meetings. While assets are not the sole factor, the following is a guideline:
- Less than $100,000: $1,000 per year
- $100,000 to $500,000: $1,000 to $7,500 per year
- $500,000 to $1,000,000: $5,000 to $12,500 per year
- $1,000,000 to $3,000,000: $7,500 to $22,000 per year
- Over $3,000,000: Negotiated fee
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