Physicians Financial Services focuses on providing personalized money management for individuals, high net worth individuals, pension and profit sharing plans, corporations, charitable organizations, and trusts. They also offer tax, investment, and financial planning services. The firm determines your risk tolerance and investment objectives to create a suitable money management strategy, using internal or external money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
All fees may be negotiated depending on account variables and extenuating circumstances. For clients utilizing external money managers, Physicians Financial Services' fees range up to 1.50% depending on the size of the account and additional money under management. You will also pay the external manager's fee and the custodian fee.