The Financial Sciences Company manages investment portfolios and provides personalized financial planning and consulting services. The firm offers both traditional asset-based fee arrangements and elective performance-based fee options for qualified clients. Services include discretionary and non-discretionary investment management, retirement planning, tax-aware portfolio considerations, education funding, risk management and estate-planning reviews. The firm tailors its advisory services to each client's individual circumstances, investment objectives, risk tolerance, and liquidity needs. Ongoing financial planning is bundled with investment management at no additional charge, while standalone planning is available for a fixed fee or hourly rate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fee ranges up to 2.50% of assets under management, depending on services, complexity, and asset level. Fees are negotiable. Qualified clients may alternatively elect performance-based fee options.