Full Circle Financial Planning provides investment advice and financial planning to clients. The firm creates investment plans based on individual client needs and manages portfolios accordingly. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Planning is offered on an ongoing or project basis.
Assets Under Management$7.1M
Clients44
Advisors1
Avg. per Client$160K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.5M | 0.65% |
| $1.5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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