Second Opinion Financial provides investment management and financial planning services to individuals, trusts, and businesses. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. They also offer educational seminars. Second Opinion Financial is a fee-only firm, meaning they only get paid by their clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Annual Fee:$3,000
Second Opinion Financial charges a flat annual fee for investment management services, typically ranging from $3,000 to $12,000, paid monthly. The fee may be negotiable based on the complexity of your financial situation or total assets under management.
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