Privus Financial offers personalized financial planning and helps clients choose and coordinate with third-party investment managers who handle day-to-day trading. Privus Financial covers a broad range of topics including cash flow management, tax planning and preparation, estate planning coordination, education planning, insurance and asset protection, and business transaction advice. Privus Financial works with individuals and retirement plans, charging either a fixed monthly fee or an annual percentage of the portfolio value for financial planning services. When recommending third-party investment managers, Privus Financial may receive a portion of the management fees charged by those managers. Certain team members are also licensed insurance agents and provide accounting or tax services, creating potential conflicts of interest that are addressed through their code of ethics. Privus Financial does not have a minimum account size requirement to establish an advisory relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Privus Financial charges an annual fee of up to 1.00% of the value of the portfolio, billed quarterly in arrears. Alternatively, clients can choose a fixed monthly fee of up to $2,500. Third-party investment managers recommended by Privus Financial charge separate management fees, and Privus Financial receives up to 50% of the total annual asset management fee charged by the third-party manager.