34 Financial, LLC offers continuous investment advice tailored to individual client needs. The firm develops a personal investment policy based on client goals and objectives, managing portfolios accordingly. Clients can impose reasonable restrictions on their account management. 34 Financial, LLC acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest.
Assets Under Management$100M
Clients90
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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