Financial Prescriptions, LLC provides financial planning and consulting services, including creating financial plans and monitoring progress. They also offer investment management services by recommending third-party investment managers. Financial Prescriptions gathers client information to provide to the third-party manager to develop a portfolio. The firm does not manage client portfolios directly.
Assets Under Management$13M
Clients15
Advisors1
Avg. per Client$850K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 0.70% |
| $700K+ | 0.00% |
The firm receives an annual fee of 0.70% on the first $700,000 of assets under management. The fee is capped at $4,900 annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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