Financial Design Group offers ongoing investment management based on your financial situation and goals. They also provide retirement plan services to both plan sponsors and individual participants. Financial planning is consultative and integrated into the investment management process. Financial Design Group primarily recommends mutual funds, but also uses ETFs, stocks, and bonds.
Assets Under Management$110M
Clients210
Advisors2
Avg. per Client$540K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.2M | 0.75% |
| $1.2M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, and the total amount of assets under management in the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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