Fineberg Financial Management provides investment advice and financial planning to individuals, families, and businesses. Fineberg's services include creating investment portfolios, financial planning, and retirement plan consulting. As a fiduciary, Fineberg is legally required to act in the client's best interest. They work to understand client goals and educate them about the investment process.
Fee Structure
Fineberg Financial Management offers asset management services where they create and manage investment portfolios for clients. The annual fee will not exceed 1.50% of the value of your portfolio. The fee is calculated quarterly in advance. Fees are negotiable depending on the scope and complexity of the engagement. Fineberg Financial Management also uses third-party money managers, and their fees are in addition to Fineberg's fees.