Financial Consulting Services offers investment management and financial planning services to individuals and small businesses. For investment management, they create customized portfolios based on client goals, risk tolerance, and financial situations, primarily using individual stocks and bonds. Financial planning services cover areas like tax planning, budgeting, debt management, education funding, insurance needs, estate planning, and retirement funding. They also coordinate with other professionals like CPAs and attorneys.
Assets Under Management$16M
Clients9
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$450
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are subject to negotiation. The minimum monthly or quarterly billing for assets under management is $450.00 unless a different amount is mutually agreed upon.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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