Professional Financial Advisors (PFA) provides investment advice and financial planning services. PFA offers portfolio management, recommends mutual funds and third-party investment advisors, and provides financial consulting and planning services. PFA tailors its investment advice to meet individual client needs and objectives. PFA also offers retirement plan consulting services to businesses and individuals.
Fee Structure
Professional Financial Advisors (PFA) offers investment management services with fees based on a percentage of the assets managed.
For accounts in the Professional Financial Advisors Wrap Fee Program, the maximum annual fee is 1.60% of assets, but this fee is negotiable.
For mutual fund portfolios managed through American Funds, PFA charges:
- 0.75% annually on the first $999,999
- 0.50% annually on amounts over $1,000,000
For variable annuity portfolios, PFA charges up to 1.60% annually, and this fee is negotiable.
These fees are billed quarterly in arrears.