Phase Line Financial (PLF) manages investment portfolios based on clients' individual needs and goals. PLF also offers financial planning services covering retirement, business, risk management, college savings, cash flow, debt management, work benefits, and estate planning. PLF can also refer clients to third-party investment managers.
Assets Under Management$11M
Clients14
Advisors1
Avg. per Client$770K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.13% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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