Approach Financial manages investment portfolios and provides financial planning services to individuals, high net-worth individuals, and businesses. Financial planning covers areas like cash flow, debt management, college savings, estate planning, insurance, retirement planning, and tax strategies. Approach Financial also offers employee benefit plan services to employer plan sponsors.
Assets Under Management$1.3M
Clients6
Advisors1
Avg. per Client$210K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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