Price Financial Group Wealth Management helps clients build, manage, and protect their wealth. They offer investment management on a discretionary or non-discretionary basis, allocating assets among various investments. They also provide financial planning services, addressing clients' goals, objectives, and priorities, including estate, tax, and legacy objectives. Price Financial may recommend private placement tax equity strategies with charitable donation options to accredited investors.
Fee Structure
Price Financial charges a fee for managing your investments, which includes advisory services, trade entry, investment supervision, and account maintenance. The maximum annual advisory fee is 1.65%. The fee is calculated monthly based on the average daily balance of your account. Fees may vary based on the size of the account, complexity of the portfolio, or other agreed-upon reasons. Employees and their families may receive reduced fees.