Momentum Financial Strategies (MFSL) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. MFSL creates an Investment Policy Statement for each client. MFSL also offers consulting services to pension and employee benefit plans. MFSL generally limits its investment advice to fixed income securities, equities and ETFs.
Assets Under Management$1.2M
Clients23
Advisors1
Avg. per Client$53K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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