Financial Advisory Partners, LLC

Assets Under Management

$325.1M

Number of Clients

138

Number of Advisors

3

Average Client AUM

$2.4M

AUM per Advisor

$108.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Financial Advisory Partners, LLC is a registered investment adviser offering discretionary portfolio management services through a wrap-fee program. They use third-party managers and tailor services to client needs. Fees cover portfolio management, custodial services, and securities transactions.

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
Areas of Practice
Investment Management
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Location

1201 S. Orlando Avenue, Suite 350, Winter Park, FL, 32789

3 Advisors at this firm

Financial Advisory Partners, Llc | TrueAdvisor