Payne Financial Management provides professional investment advisory and financial planning services. They customize solutions to meet each client’s specific needs. The firm is fee-only, meaning they are compensated based on a percentage of assets under management, designed to be free of potential conflicts of interest. They specialize in serving retirees and individuals with significant wealth.
Assets Under Management$33M
Clients120
Advisors1
Avg. per Client$270K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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