Full Financial provides investment advice, financial planning, business planning, education funding advice, retirement planning, insurance advice, estate planning, and tax planning to individuals and small businesses. Full Financial has the authority to make investment decisions for clients without their prior approval. They generally advise on equity securities, investment company securities, and limited partnerships.
Assets Under Management$290M
Clients264
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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