Favrile Financial provides wealth management and financial planning services to individuals and high net worth individuals. Wealth management includes financial planning and investment management. Financial planning covers investment, retirement, personal savings, education savings, and insurance needs. Favrile Financial constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds, and may also use individual stocks, bonds, or options contracts.
Fee Structure
Favrile Financial offers wealth management services for a fixed annual fee up to $12,000, paid monthly. This fee includes both financial planning and investment management. The fee may be higher for complex situations. Total fees will not exceed 3% of the value of your portfolio annually. Fees may be negotiable.