114th Financial provides financial planning, investment management, bookkeeping, and tax preparation services to individuals, high net worth individuals, and families. 114th Financial helps clients establish investment objectives and monitors them. The firm also offers specific planning services for mental health therapists and other business owners.
Assets Under ManagementN/A
Clients7
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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