Transition Financial Advisors Group provides investment management and financial planning services. Investment management can be engaged on its own, or as part of a wealth management program that includes financial planning. Financial planning is also offered as a stand-alone service. Transition Financial primarily uses mutual funds, individual stocks, and bonds to manage client investments. They also offer tax preparation services for an additional fee.
Assets Under Management$260M
Clients144
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
Fee schedule is for U.S.-based clients. Canada-based clients have a different fee schedule. Fees are negotiable and may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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