III Financial provides comprehensive financial planning and investment management services to individuals, high net worth individuals, trusts, and estates. III Financial takes a customized approach, combining investment advisory solutions with financial planning. The firm builds portfolios primarily using low-cost, diversified mutual funds, exchange-traded funds, and individual stocks and bonds tailored to each client's goals, time horizon, and risk tolerance. In addition to managing investments, III Financial offers guidance on retirement planning, personal savings, education savings, insurance, personal risk management, and estate planning support. The firm is owned and operated by Elliott Henry Weir, III, who holds the Certified Financial Planner designation.
Fee Structure
III Financial charges a fixed annual fee for comprehensive wealth management that covers both investment management and financial planning. The base fee typically starts at $6,000 per year and increases depending on the complexity of your situation and the level of service required. Fees are paid quarterly in arrears.