Advisory Fees
Assets Under Management (AUM) Fees
Our Comprehensive Portfolio Management service is designed for clients with a minimum of $500,000 in investable assets. The AUM fee structure ensures that your portfolio is managed with the utmost care and expertise. Our fees are negotiable depending on the total value of the assets we manage for you.
Here’s how it works
Quarterly Fees: You will be charged an ongoing quarterly fee based on the value of the investments in your account.
Incentive for Growth: The more assets you have in your advisory account, the more you will pay us, incentivizing us to grow your investments.
Fee Deduction: Fees are automatically deducted from your advisory account, which will reduce the value of your account.
The custodians holding your assets may charge transaction fees when we buy or sell certain types of investments for you. These fees are in addition to our Comprehensive Portfolio Management fees. Additionally, some investments, such as mutual funds, index funds, exchange-traded funds, and variable annuities, may incur extra charges. In some cases, we may refer you to third-party money managers who assist with managing your account, and they may charge an additional fee.
Financial Planning Services
Our Financial Planning services are available at an hourly rate of $275. This service is ideal for self-managed clients seeking personalized financial advice who want to implement their own investment and retirement plans. Our financial planning services include:
Customized Planning: Tailored financial plans to meet your specific needs and goals.
Hourly Rate: Pay only for the time you need, ensuring cost-effective and flexible financial guidance.
Whether you choose our AUM service or our hourly financial planning, Financial Partners is dedicated to helping you achieve your financial goals with integrity and transparency. We invite you to reach out and learn more about how our services can be tailored to your unique financial situation.