FinAcura Advisory offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and manage portfolios with discretionary authority, primarily using equities, mutual funds, ETFs, and fixed income. FinAcura also provides financial planning services covering investments, insurance, taxes, retirement, education, and debt management. They aim to act in clients' best interests and allocate investment opportunities fairly.
Assets Under Management$7.6M
Clients17
Advisors1
Avg. per Client$440K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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