The Putney Financial Group provides investment advice and financial planning to clients. They create personalized investment portfolios based on individual client needs and offer financial plans covering personal finances, taxes, investments, insurance, retirement, and estate planning. They manage accounts on a discretionary or non-discretionary basis.
Assets Under Management$190M
Clients225
Advisors6
Avg. per Client$830K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $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% |
Fee can be calculated on either an individual or aggregate account balance. Fees negotiable over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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