The Financially Brave, operating as O'Ferrall Advisory Services, offers investment advice and financial planning to individuals and high-net-worth individuals. Services include discretionary investment management, where they manage your investments based on your goals, and financial planning covering estate, retirement, education, and insurance. They also publish a monthly newsletter and offer educational workshops.
Assets Under Management$10
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.53% |
| $100K - $250K | 2.03% |
| $250K - $500K | 1.53% |
| $500K+ | 1.03% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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