Directional Financial Services provides investment management services to individuals, individual retirement accounts, and trusts. The firm offers two main paths for managing portfolios: an automated online investment management platform utilizing exchange-traded funds and cash allocations, and a traditional service where the firm's trading team monitors portfolios holding exchange-traded funds, mutual funds, and cash. Directional Financial Services constructs diversified portfolios based on Modern Portfolio Theory, incorporating multiple asset classes to match each client's risk tolerance and financial goals. The firm operates with full authority to make trades without asking first on client accounts. In addition to investment management, Directional Financial Services offers ongoing consulting on topics such as cash flow, insurance, and retirement account assessments, while more complex financial planning needs can be addressed through hourly consulting. All client investments are held by an independent custodian broker-dealer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Clients enrolled in the automated platform generally pay 0.35% annually, while traditional clients generally pay 0.50% annually. All fees are negotiable.