The Financial Group provides investment advisory services to individuals, families, and businesses. Services include comprehensive asset management, which combines investment management with financial planning, and financial planning and consulting. The Financial Group creates tailored portfolios using stocks, bonds, ETFs, mutual funds, and other investments. Financial planning covers investment, retirement, estate, education, and tax planning.
Assets Under Management$30M
Clients110
Advisors1
Avg. per Client$270K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.30% |
Fees are billed quarterly in advance. Fees may be higher or lower based on the exact investment amount and investment type.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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