Proactive Financial Solutions 360 (PFS 360) provides investment management services where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisors to manage parts of your portfolio. For clients with $250,000 or more, financial planning services are included, covering topics like estate planning, investments, taxes, and retirement. PFS 360 also offers financial planning and consulting services on an hourly basis.
Assets Under Management$17M
Clients90
Advisors1
Avg. per Client$190K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
The annual fee is negotiable. Clients may pay an additional fee of no more than 0.15% per year dependent upon the sub-advisor being utilized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...