The Professional Financial Company manages investment portfolios and provides financial planning and pension consulting services for individuals, high-net-worth individuals, and business entities. The firm builds personalized portfolios using fundamental analysis, modern portfolio theory, and quantitative strategies, focusing on long-term investing, global asset diversification, and tax efficiency. Portfolios typically include mutual funds, exchange-traded funds, fixed income securities, real estate funds, and equities. The Professional Financial Company acts in the best interest of clients and tailors investment strategies to match individual risk tolerances, goals, and personal values.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.50% |
| $800K - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Certain legacy clients have been waived into a prior fee schedule. Fees are not negotiable.