603 Financial offers wealth management services to individuals, high net worth individuals, trusts, estates, and charitable organizations. As a fiduciary, 603 Financial provides tailored investment advisory solutions through personal contact and discretionary investment management. They also offer financial planning services covering investment, retirement, education savings, and insurance needs. Clients are not obligated to implement any recommendations.
Assets Under Management$230M
Clients357
Advisors4
Avg. per Client$640K
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees may be negotiable. Cash: 0.00%. Fixed Income: 0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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