Phoenix Financial Engineering (PFE) provides investment management and financial planning services. PFE offers advice on retirement, tax, insurance, and estate planning. PFE does not act as a custodian of client assets. PFE may hold seminars and workshops to educate the public on different types of investments and the different services they offer.
Assets Under Management$17M
Clients28
Advisors1
Avg. per Client$590K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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