Resolved Financial offers personalized portfolio management, financial planning, and coaching services to individuals and high-net-worth clients. The registered investment advisor builds customized investment portfolios using mutual funds, individual stocks and bonds, exchange-traded funds, and real estate investment trusts. Resolved Financial creates a personalized Investment Policy Statement for each client to outline goals, time horizon, and risk tolerance, and maintains the authority to make trades without asking first. In addition to managing investments, Resolved Financial provides comprehensive written financial plans covering retirement, taxes, estate planning, and insurance, as well as hourly consulting and financial coaching sessions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1M+ | 0.95% |
Rates shown are for non-financial planning clients. Clients who also use financial planning receive a 0.10% discount across all tiers. Small accounts between $5,000 and $10,000 are charged a flat $100 annual fee.