Financial Advisory Partners offers investment advice and manages investment portfolios. They also provide financial planning and consulting services, including modular, broad-based, and ongoing support. The firm works with clients to understand their financial circumstances and objectives, then provides recommendations to help them achieve their goals. They offer advice on various investments, including stocks, ETFs, mutual funds, and REITs.
Fee Structure
Financial Advisory Partners manages investment portfolios through a wrap fee program. The wrap fee covers portfolio management, advisory services, and trade execution. The firm is responsible for research, security selection, and implementing trades. The client pays an all-inclusive wrap fee, and Financial Advisory Partners pays a portion of this fee for trade execution expenses.