Financial Partners, Inc. offers investment management services to individuals and company retirement plans. As a fee-only advisor, Financial Partners, Inc. is only compensated by client management fees. The firm strives to be tax-efficient, flexible and sophisticated in its management of client assets.
Assets Under Management$13M
Clients13
Advisors1
Avg. per Client$980K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees for corporate 401(k) plans are negotiable, ranging from 0.35% to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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