Financial Independence Advisors, LLC

Fee-Only (% of Portfolio)

Financial Independence Advisors (FIA) offers investment management and financial planning services. FIA works with CPS Investment Advisors to provide continuous advice and manage investments based on individual client needs. FIA offers these services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. FIA also provides advice on non-security matters such as income tax planning, cash flow and budgeting, estate planning, business planning, education planning, insurance, and annuity planning.

Assets Under Management$190M
Clients186
Advisors7
Avg. per Client$1M
Avg. per Advisor$27M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.50%
$3.0M - $5.0M1.00%
$5M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 Advisors at this firm

Financial Independence Advisors, LLC | TrueAdvisor