FINCO Advisory provides investment management based on client goals and risk tolerance. They also offer project-based and hourly financial planning services, including goal setting, net worth statements, cash flow analysis, retirement strategy, risk management, investment planning, tax reduction, and estate preservation. Financial plans are delivered within 30 days of receiving all required documentation.
Assets Under Management$2.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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