Profiscal Wealth provides investment management services, including hiring sub-advisors. They also offer ERISA plan services to retirement plans. Additionally, Profiscal Wealth offers financial planning services, including full financial plans and consultation services on individual topics. Investment strategies are tailored to client goals and objectives.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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