Candor Financial, LLC offers financial planning and investment management services to individuals and small businesses. Candor Financial helps clients organize their goals, analyze their financial status, create tailored investment plans, implement and monitor those plans, and assist with financial questions. Candor Financial manages client assets on a discretionary and non-discretionary basis.
Assets Under Management$77M
Clients6
Advisors1
Avg. per Client$13M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Minimum annual fee of $3,750 and minimum initial account size of $250,000. Fee rate or account minimum requirement exceptions may be made on a case-by-case basis at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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