Financial Council provides investment advisory services by creating asset allocation models using mutual funds. These models are designed for specific groups of clients based on their goals and risk tolerance. Financial Council helps clients choose an appropriate model and manages it by rebalancing and reviewing fund managers. The firm also advises on IRA rollovers, which may present a conflict of interest.
Assets Under Management$1.1B
Clients640
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M - $50.0M | 0.25% |
| $50M+ | 0.25% |
Fees negotiable for amounts over $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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