Bill Few Associates provides investment advice and financial planning to clients. They offer continuous advice on investing client funds based on individual needs, including setting investment strategy and managing portfolios. They also offer financial planning services, which include a comprehensive evaluation of a client’s current and future financial state. Bill Few Associates manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$2.6B
Clients2,904
Advisors28
Avg. per Client$910K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
28 Advisors at this firm
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