Five8 Financial manages investment portfolios and offers personalized financial planning for individuals and high-net-worth clients. Five8 Financial builds tailored portfolios based on each client's goals, time horizon, and risk tolerance, primarily using exchange-traded funds along with mutual funds, fixed income securities, real estate funds, and other investments. Five8 Financial also provides financial planning covering investment, tax, retirement, education, debt, risk management, and estate planning. In addition, Five8 Financial offers tax preparation services.
Assets Under Management$4.7M
Clients2
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Fees are based on the average daily balance of the portfolio throughout the billing period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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