FinCo Investment Services offers investment management, allocating assets among mutual funds, ETFs, and individual securities. They also provide financial consulting services, including financial statement preparation, cash flow analysis, and estate analysis. FinCo tailors its services to individual client needs, considering risk tolerance and financial goals. Clients are advised to promptly notify FinCo of any changes in their financial situation or investment objectives.
Assets Under Management$47M
Clients83
Advisors1
Avg. per Client$570K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fees are negotiable and may be reduced or waived for family and friends of the firm. Accounts may be aggregated for fee calculation purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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