Factor Financial offers investment management and financial planning services to individuals and high-net-worth individuals. The firm helps clients establish financial goals, develop investment policies, and manage portfolios. Factor Financial also offers project-based financial planning for clients with specific needs, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies.
Assets Under Management$15M
Clients12
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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