The Financial Resource Center provides asset management services based on clients' individual goals and risk tolerance. They offer financial planning services tailored to each client's needs, either as part of asset management or separately. They also provide retirement plan consulting services. The firm uses AI for real-time note-taking and project management, with client consent.
Assets Under Management$410M
Clients231
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
The Financial Resource Center's investment management fees are paid quarterly, based on the average daily market value of your investments. The fees will not exceed 2% annually, depending on the complexity, time, and expertise required.
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