Picket Fence Financial is a fee-only registered investment advisor. Picket Fence Financial offers financial planning, investment management, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and/or small businesses. Financial planning includes personal, education, taxes & cash flow, death & disability, estate, retirement, investments, and insurance.
Assets Under Management$50M
Clients96
Advisors1
Avg. per Client$530K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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