Financial Lab Inc. (FL) provides financial planning and investment management services. FL is a fee-only firm, meaning it only gets paid by its clients for its services. Financial planning covers various areas like business planning, cash flow management, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. FL also offers educational seminars and financial coaching.
Assets Under Management$1.4M
Clients18
Advisors1
Avg. per Client$76K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Ongoing Comprehensive Financial Planning is offered to Investment Management clients at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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