Portolan Financial Planning provides personalized investment advice, financial planning, consulting, and tax preparation services to clients. Services are offered on an ongoing basis, with regular meetings and availability for financial consulting. Clients can choose to forego certain services. Portolan Financial also provides retirement plan consulting services to small businesses.
Assets Under Management$6.9M
Clients41
Advisors1
Avg. per Client$170K
Avg. per Advisor$6.9M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.25% |
For Clients below $250,000 of AUM: The annual fee is based on an estimated number of hours required to service their needs. The number of hours required will vary based on the services the client requests, as well as the complexity of their situation. The fee is then calculated using a billing rate of $150/hour.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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