Second Half Financial Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Second Half Financial Partners offers investment management services, including developing and implementing investment recommendations, ongoing supervision, tax-related management, periodic rebalancing, and client reviews. They also provide investment consulting, estate planning consulting, financial divorce analysis, and retirement income consulting. Second Half utilizes third-party asset managers for some client accounts, performing due diligence and ongoing reviews of their management.

Assets Under Management$130M
Clients493
Advisors3
Avg. per Client$260K
Avg. per Advisor$43M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm

Second Half Financial Partners, LLC | TrueAdvisor