Resilient Financial Solutions (RFS) offers investment management and financial planning services. RFS develops investment plans based on clients' goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning services include business planning, cash flow and debt management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning. RFS may recommend outside managers. Services are tailored to individual client needs, and clients can impose reasonable restrictions on their accounts.
Assets Under Management$800K
Clients4
Advisors1
Avg. per Client$200K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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