Felicity Financial LLC offers personalized investment advisory services to individuals, high net worth clients, foundations, charitable organizations, other institutions and firms, trusts, estates, corporations, and other business entities. The firm creates financial plans and investment policy statements based on client goals, risk tolerance, and investment objectives. Annual reviews of client portfolios are conducted, and the Investment Policy Statement is updated accordingly.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Minimum annual advisory fee is $6,000. Fixed income accounts have slightly different fee structure. IAR fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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