Honestly Financial LLC is a registered investment advisor that provides continuous investment advice based on individual client needs. They develop a personal investment policy with an asset allocation target and manage a portfolio based on that policy. Honestly Financial primarily advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Clients grant Honestly Financial authority to buy and sell securities on a discretionary basis.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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