Friday Financial manages investment portfolios and offers financial planning services to individuals, trusts, charitable organizations, businesses, and retirement plans. They work with clients to determine investment objectives and risk profiles, designing a written investment policy. Friday Financial primarily recommends portfolios of passively managed asset class and index mutual funds. Financial planning services are provided in conjunction with investment management services.
Assets Under Management$410M
Clients289
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
All accounts for members of the Client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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