Farrell Financial offers investment advisory and comprehensive financial planning services. They manage portfolios with a tactical allocation strategy, using various securities to reduce risk and increase performance. Financial planning includes investment strategies, retirement planning, tax optimization, cash flow analysis, estate planning, and asset protection. Farrell Financial tailors its services to each client's needs and objectives.
Assets Under Management$200M
Clients233
Advisors2
Avg. per Client$860K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of Farrell Financial.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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