Financial Concepts offers investment management services where they continuously advise clients on investing their money based on their individual needs. They create and manage portfolios based on the client's goals, risk tolerance, and time horizon. Financial Concepts also provides financial planning services, which include a comprehensive evaluation of a client's current and future financial state. They also offer pension consulting services to individuals and trusts.
Fee Structure
Financial Concepts charges an annual fee for investment management services, ranging from 0.5% to 1% of the value of your portfolio. A minimum of $25,000 is required to use this service, but this may be negotiable. The fee is calculated quarterly based on the average daily value of your investments.