Page Financial Services provides investment advice and financial planning services to individuals and high net worth individuals. Page develops tailored investment portfolios based on client needs and monitors them, making adjustments as needed. Financial planning services include insurance, education savings, disability, cash management, estate, gift, and retirement planning, often provided at no additional charge to investment clients.
Assets Under Management$13M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$500
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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