Financial Consulting Professionals provides investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and not-for-profit organizations. Services include pension consulting, portfolio management, and financial planning. For portfolio management, Financial Consulting Professionals may manage portfolios directly or direct clients to another investment advisor.
Assets Under Management$10M
Clients10
Advisors1
Avg. per Client$1M
Avg. per Advisor$10M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable. Financial Consulting Professionals may also direct clients to another investment advisor. In this case, the total fee paid to both Financial Consulting Professionals and the other advisor will not exceed 1.5% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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