626 Financial provides wealth management services, including investment management and financial planning, to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. They create customized portfolios using ETFs, mutual funds, stocks, and bonds. 626 Financial may recommend independent managers or LPL Financial programs. They also offer retirement plan advisory services to company retirement plans.
Fee Structure
626 Financial charges a percentage of your portfolio each year, ranging from 0.60% to 1.25%. The exact rate depends on the amount you invest, the complexity of your situation, and your overall relationship with 626 Financial. You may be offered a fixed annual rate or a tiered fee schedule within this range. Fees are paid quarterly, in advance.
For accounts managed by independent managers, the total fee, including 626 Financial's fee and the independent manager's fee, will not exceed 2.15% annually.