MyFi Wealth Management provides investment management services, offering advice on stocks, bonds, and exchange-traded funds. MyFi also offers financial planning services, reviewing clients' financial positions and goals to make recommendations on managing their resources. The firm seeks clients whose objectives and risk tolerance align with its investment strategy.
Assets Under Management$800K
Clients5
Advisors1
Avg. per Client$160K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:$25K
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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