Finances for Real Life offers investment advice tailored to clients' needs and objectives. They provide discretionary and non-discretionary portfolio management services, and financial planning services ranging from broad-based to single-subject planning. They may invest client assets according to model portfolios developed by an unaffiliated investment manager. They also offer ad hoc consulting services at an hourly rate.
Assets Under Management$110M
Clients130
Advisors2
Avg. per Client$840K
Avg. per Advisor$54M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Charges are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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