Directional Advisors offers investment management services, primarily focusing on Exchange Traded Funds (ETFs), and financial planning as part of their investment management service. They tailor their advice to individual client needs, considering investment objectives, risk tolerance, and cash flow needs. Financial planning is not offered as a standalone service. Directional Advisors also offers ongoing advisory services for plans held outside of Directional Advisors.
Assets Under Management$110M
Clients87
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the size of the account, complexity of investment strategy, types of holdings, and relationship with the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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