Professional Financial Solutions (PFS) provides financial planning, consulting, and investment management services. Financial planning focuses on retirement and other goals. Consulting addresses specific financial issues. Investment management is offered on a fee-only basis, primarily to individuals, and includes advice on accounts managed by PFS and outside accounts like employer retirement plans. PFS typically recommends mutual funds and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
These fees are not negotiable. No fee is charged against employer retirement plans or 529 educational savings accounts, or for money market investments held in a taxable account. Certain assets in client accounts will not be billed, such as cash in taxable accounts and specifically identified legacy investment positions. Exclusion of these assets can place Client assets in a higher fee rate due to the exclusion.
