Finish Well RIA LLC provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. FWRL generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$99M
Clients287
Advisors2
Avg. per Client$340K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Finish Well RIA charges a fixed portfolio management fee that is negotiated and varies between $500 and $10,000 per year. The fee is paid quarterly in advance. Clients are also responsible for third-party fees such as custodian and brokerage fees.
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