Money Illustrated Advisory Services offers investment management services, creating and managing portfolios based on client goals and risk tolerance, primarily using ETFs. They also provide financial planning services covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax planning. Financial planning is offered on a project basis or as an ongoing engagement. Money Illustrated Advisory Services is a fee-only firm.
Assets Under Management$4.5M
Clients16
Advisors1
Avg. per Client$280K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The Advisor may waive investment management fees for immediate family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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