Personal Financial Solutions (PFS) offers comprehensive financial planning and investment management. PFS specializes in investment management and provides analysis in areas like retirement income, estate planning, insurance, business planning, and college funding. Services are customized to individual client needs, including adjusting asset allocation for cash flow, risk tolerance, and time horizons. PFS does not participate in wrap fee programs.
Assets Under Management$140M
Clients114
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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