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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |