Directional Financial Services manages investment portfolios for clients, primarily through an automated online platform called Institutional Intelligent Portfolios™. Directional constructs and manages investment strategies consisting of exchange traded funds and a cash allocation. Directional also offers a separate financial planning service covering cash flow, insurance, 401k assessment, mortgage assessment, and school loan assessment. More complex planning is available hourly.
Assets Under Management$9M
Clients43
Advisors4
Avg. per Client$210K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Clients using the Institutional Intelligent Portfolios™ platform pay 0.35% per year. Non-SIIP Clients pay 0.50% per year. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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