Sample Financial Solutions, LLC (SFS) manages investment portfolios based on clients' individual needs and goals. SFS also offers ongoing financial planning services for a fixed monthly fee, where a planner develops, implements, and monitors a client's financial plan. SFS also provides project-based financial planning and financial planning on an hourly basis.
Assets Under Management$28M
Clients25
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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