Florin Group offers personalized investment management and financial planning services. They gather client information through interviews and questionnaires to assess financial goals. They create financial and investment plans tailored to each client. Florin Group also addresses multigenerational planning and senior care options. Investment management services are provided on a discretionary or non-discretionary basis, with a minimum account size of $1,000,000, which may be waived.
Assets Under Management$79M
Clients81
Advisors3
Avg. per Client$980K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.60% |
Fees are negotiable under certain limited circumstances. Factors affecting fee percentages include the size of the account, complexity of asset structures, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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