603 Financial provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and charitable organizations. As a fiduciary, 603 Financial is legally required to act in your best interest. Investment strategies are primarily long-term focused, but may be adjusted based on market conditions or client needs. Financial planning covers areas like retirement, education, and insurance.
Assets Under Management$110M
Clients160
Advisors1
Avg. per Client$670K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Cash: 0.00%. Fixed Income: 0.40%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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