80/20 Financial Services provides financial planning and portfolio management services. Financial planning includes comprehensive plans covering net worth, cash flow, tax, insurance, retirement, and college savings, as well as consulting services focused on specific topics. Portfolio management involves creating personalized portfolios based on client objectives and risk tolerance. The firm uses fundamental and technical analysis, and strategic asset allocation.
Assets Under Management$33M
Clients36
Advisors1
Avg. per Client$920K
Avg. per Advisor$33M
8020financialservices.com ·www.linkedin.com/company/80-20-financial-services ·www.facebook.com/8020financialservices
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable based on the size of the account. The client may aggregate or household accounts to negotiate a lower fee. The financial planning fee may be waived at the firm’s discretion if the client engages in portfolio management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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