Paoli Financial Advisors offers ongoing investment supervision based on your financial situation and goals. They also provide retirement plan services to businesses, including investment policy statements, investment advice, and due diligence reviews. For individuals, they can discuss investment risk tolerance and strategies to potentially reduce risks.
Assets Under Management$8.7M
Clients15
Advisors3
Avg. per Client$580K
Avg. per Advisor$2.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable based on the type of client, the complexity of the client’s situation, the composition of the client’s account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment advisor representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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