Finlayson Financial Planning provides investment advice and financial planning to individuals and high net worth individuals. Finlayson works with clients to understand their financial goals, risk tolerance, and overall financial situation. Finlayson primarily uses mutual funds, exchange-traded funds, real estate investment trusts, individual equities, bonds, and individual fixed income securities.
Assets Under Management$11M
Clients65
Advisors1
Avg. per Client$170K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees may be negotiable. Client fees will not exceed $999 per quarter, regardless of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...