Narrative Financial Group offers investment advice and financial planning services to individual investors. They manage client accounts through third-party custodians, purchasing securities like stocks, mutual funds, and ETFs. Financial planning is conducted through questionnaires and results in advice communicated verbally or in a formalized plan for a fixed fee. Narrative Financial Group does not offer tax, accounting, or legal advice.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
All fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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