Personal Best Financial provides investment management and financial planning services. Investment management involves ongoing advice based on a client's individual needs, including developing an investment policy and managing a portfolio. Financial planning includes evaluating a client's current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Estate planning services are offered as an add-on for financial planning and wealth management clients only.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For clients with under $500,000 in assets under management, a fixed fee billed monthly in arrears ranging from $250 to $1,000 is charged in lieu of the tiered fee schedule.