SFI Advisors, LLC is a registered investment advisor headquartered in Montclair, New Jersey, offering discretionary investment portfolio management, financial planning, family office services, and corporate retirement plan consulting. SFI Advisors tailors its investment strategies to match each client's specific goals, risk tolerance, and time horizon using modern portfolio theory and long-term purchasing strategies. The firm handles various investment types, including equities, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. SFI Advisors works with individuals, families, businesses, trusts, estates, and retirement plans, aiming to protect client interests while managing their financial resources.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual management fee starts at 1.25% and can be discounted down to 0.65% based on asset value, service complexity, and administration level. Fees are negotiable.