Favrile Financial offers customized wealth management solutions, combining up to fifteen hours of financial planning services with ongoing investment management. Favrile Financial focuses on a long-term investment approach, constructing portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and options. Clients have the opportunity to place reasonable restrictions on the types of investments held in their accounts. In addition to wealth management, Favrile Financial provides stand-alone financial planning and consulting services covering areas such as retirement planning, personal savings, education savings, and insurance needs. Favrile Financial acts as a registered investment advisor and operates as a fiduciary, legally required to act in your best interest. The firm does not manage accounts in wrap fee programs and does not charge performance-based fees.
Fee Structure
Favrile Financial charges an annual fixed fee of up to $12,000 for wealth management services, which are paid monthly in arrears. Total fees charged will not exceed 3% of your portfolio annually. Fees are prorated for the first month and may be negotiable at the firm's discretion.