SFM Financial Advisors offers financial planning, tax advising, and investment advising. As a fee-only advisor, SFM Financial Advisors only receives compensation from client fees. SFM Financial Advisors provides comprehensive planning for clients with investments under their management. They also offer retainer services that include financial planning, non-discretionary account management, and tax and investment advising services.
Assets Under Management$5.5M
Clients7
Advisors1
Avg. per Client$790K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.88% |
| $250K - $1.0M | 0.72% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Planning fees are based on individual service needs and can be negotiated. The fees may be less than those stated above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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