Faykus Financial offers comprehensive financial planning, investment consulting, and wealth management services. The firm helps clients navigate cash flow and budgeting, retirement planning, college savings, tax strategies, estate and philanthropic planning, divorce planning, and business consulting. Faykus Financial assists clients by collaborating with institutional investment managers, such as Buckingham Strategic Partners, to construct and monitor diversified portfolios primarily using Dimensional Fund Advisers mutual funds. The firm also provides educational workshops and co-trustee services. Faykus Financial is led by Susan Faykus and operates out of Austin, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Custom fees apply to United States Treasury and money market holdings, aiming for an average of 0.45%.