Assets Under Management
$9.0M
Number of Clients
43
Number of Advisors
4
Average Client AUM
$210K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Directional Financial Services, LLC offers portfolio management services through Institutional Intelligent Portfolios™ and directly to clients. Services include asset allocation and investment selection based on client objectives, risk tolerance, and financial status. Directional also offers a separate financial planning service covering cash flow, insurance, 401k, mortgage, and school loan assessments. Clients requiring more complex planning may opt-in for hourly financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.35% |
Clients enrolled in the Program will generally pay an annual fee of 0.35% of the assets under management directly to Directional on a quarterly basis. Non-SIIP Clients will generally pay an annual fee of 0.50% of the assets under management directly to Directional on a quarterly basis. All fees are negotiable.
1420 5th Ave, Suite 3150, Seattle, WA, 98101