Finley Wealth Advisors
Assets Under Management
$119.5M
Number of Clients
72
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$119.5M
Compensation
Fee-Only (AUM)
About This Firm
Finley Wealth Advisors provides personal financial planning and investment management to individuals, families, trusts, estates, and family businesses. They define financial objectives and develop strategies, including cash flow, tax, risk, investment, education, retirement, and estate planning.
Fee Structure
Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
10600 Chevrolet Way, Suite 101, Estero, FL, 33928
