Financial Resources Group offers investment management and financial planning services tailored to clients' individual needs. They provide advice on various asset classes, including stocks, mutual funds, and ETFs. Financial planning involves analyzing clients' financial situations and developing plans to achieve their goals. They may recommend sub-advisors and post newsletters and educational materials.
Assets Under Management$89M
Clients404
Advisors3
Avg. per Client$220K
Avg. per Advisor$30M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be different from the schedule above with each client based on a variety of factors. Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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