Downshift Financial offers ongoing investment management based on your goals and risk tolerance. They also offer comprehensive wealth management, which includes financial planning at no extra cost. This involves working with a financial planner to develop and monitor your plan, including tax analysis and access to educational materials. They primarily invest in stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$210M
Clients81
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management
Downshift Financial charges a flat annual fee of $10,000 per year, paid quarterly, for investment management services. This fee covers the ongoing management of your investment portfolio. You can end the service at any time, and you'll receive a refund for any unearned fees.
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