Floyd Financial Group provides financial planning and portfolio management services. Floyd Financial meets with clients to evaluate their financial needs, goals, and risk tolerance. After the evaluation, Floyd Financial may recommend financial planning services or discretionary portfolio management services. Floyd Financial creates customized portfolios for clients based on their objectives, time frame, and risk parameters.
Assets Under Management$150M
Clients618
Advisors2
Avg. per Client$240K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The fee is negotiable, and the client may combine multiple accounts within the same household to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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