Your Financial Partnership provides financial planning and investment advisory services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, estate, and incapacity planning. Investment advisory services include assistance with asset allocation, investor profile questionnaires, and investment policy statements. They primarily use passive investment management.
Assets Under Management$7.2M
Clients32
Advisors1
Avg. per Client$230K
Avg. per Advisor$7.2M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.70% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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