Financial Analytics, LLC provides financial planning and investment supervisory services (asset management). All assets managed are on a non-discretionary basis. Financial planning services follow the guidelines provided by the Certified Financial Planner Board. The firm analyzes a client's financial situation and develops recommendations to achieve their goals.
Assets Under Management$5.8M
Clients15
Advisors1
Avg. per Client$390K
Avg. per Advisor$5.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees will range from 0.5% to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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