The Financial Consulate offers financial planning and investment management services. Financial planning includes a review of your finances, cash flow, estate planning, tax planning, company benefits, insurance, education, and retirement. Investment management involves designing portfolios using stocks, mutual funds, exchange traded funds, bonds, and other investments based on your goals and risk tolerance. The Financial Consulate can also supervise assets you manage yourself.
Assets Under Management$1.1B
Clients849
Advisors13
Avg. per Client$1.3M
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Some accounts may be billed at a different rate based on other factors. Fees are negotiable on a client-to-client basis. The firm also retains discretion to modify the fee structure in writing to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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