Frankly Finances offers financial planning and investment management services tailored to individual client needs. Financial planning includes cash flow analysis, estate planning, insurance review, investment portfolio review, retirement planning, and tax planning. Investment management involves creating and managing portfolios based on client goals and risk tolerance. Frankly Finances also provides retirement plan consulting services to small businesses.
Assets Under Management$200M
Clients29
Advisors1
Avg. per Client$7M
Avg. per Advisor$200M
Fee Structure
Minimum Annual Fee:$4,000
Frankly Finances' investment management fee is a negotiated flat fee, typically ranging from $4,000 to $40,000 annually, and is prorated and payable monthly or quarterly in advance. The fee is based on various factors discussed with the client.
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