Financial Client provides financial advisory services to individuals. They offer three main services: Assets Under Advisement (non-discretionary guidance), Assets Under Management (discretionary management), and Promoter Service (connecting clients with third-party money managers). Financial Client also offers free consultations and educational seminars.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Financial Client offers two investment management options:
- Assets Under Advisement: You get ongoing risk assessment, analysis, and education, but you make your own trades. The fee is a percentage of the assets you disclose to Financial Client, with a $500 minimum annual fee.
- Assets Under Management: Financial Client manages your account with discretion. The fee is a percentage of the assets they manage, ranging from 0% to 1.99%.
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