Expand Financial Group offers investment advice and financial planning. Services include asset management, comprehensive portfolio management (combining asset management, financial planning, and consulting), and standalone financial planning and consulting. Investment strategies are tailored to client needs and may include stocks, bonds, ETFs, and mutual funds. The firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$110M
Clients308
Advisors6
Avg. per Client$350K
Avg. per Advisor$18M
Fee Structure
Expand Financial Group offers two investment management options:
- Asset Management: Fees are based on a percentage of the assets managed. For example, a $250,000 portfolio would incur an annual fee of $3,750 (1.50%), billed quarterly in advance.
- Comprehensive Portfolio Management: This includes asset management, financial planning, and consulting for a single fee of 1.75% of the assets managed. For example, a $250,000 portfolio would incur an annual fee of $4,375, billed quarterly in advance.
Fees are negotiable.
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