Assets Under Management
$187.3M
Number of Clients
225
Number of Advisors
6
Average Client AUM
$832K
AUM per Advisor
$31.2M
Compensation
Fee-Only (AUM)
The Putney Financial Group offers investment supervisory services (ISS) and financial planning. ISS includes individual portfolio management with discretionary or non-discretionary options. Financial planning covers personal, tax, investments, insurance, retirement, death & disability, and estate matters. They also provide general non-securities advice.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.35% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5 million.
100 Smith Ranch Road, Suite 110, San Rafael, CA, 94903