Faykus Financial provides financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. The firm also offers investment consulting services, acting as a facilitator for the client's investment management process. Faykus Financial assists small businesses with risk management, succession planning, and benefit programs. They also offer educational workshops on personal finance and investing.
Assets Under Management$26M
Clients34
Advisors1
Avg. per Client$760K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.15% |
| $5M+ | 1.00% |
For securities that consist of only Money Markets or U. S Treasury bill funds the firm may choose to charge a lower fee to meet an average of .45% (45 basis points)
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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