Farnsley Advisors offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They also provide financial planning services covering investments, insurance, retirement, college, and debt. Farnsley generally advises on mutual funds, fixed income, insurance products, equities, ETFs, and non-U.S. securities.
Assets Under Management$92M
Clients217
Advisors3
Avg. per Client$420K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,001. Clients with accounts held directly are American Funds are billed at a flat rate of 0.50% on all account sizes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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