Financial Transparency provides ongoing asset management services to help clients achieve their financial goals. They work with clients to identify objectives and build portfolios based on risk tolerance, primarily using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer individual financial consultations, providing comprehensive evaluations of current and future financial states. Financial Transparency offers three discretionary asset management programs: Let’s Get Started, Managed Investment Portfolios, and Customized Managed Accounts.
Assets Under Management$310M
Clients233
Advisors17
Avg. per Client$1.3M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Financial Transparency offers three investment management programs with fees that are negotiated with your advisor, but will not exceed the following:
- Let's Get Started: Not to exceed 1.00% of your portfolio per year.
- Managed Investment Portfolios: Not to exceed 1.75% of your portfolio per year. Minimum investment of $25,000.
- Customized Managed Accounts: Not to exceed 2.15% of your portfolio per year. Minimum investment of $150,000.
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