Daley Financial Planning provides investment management and financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, corporations or other businesses. Daley Financial Planning also offers personal and business budgeting/bookkeeping, educational seminars, and retirement plan consulting. Daley Financial Planning may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$910K
Clients6
Advisors1
Avg. per Client$150K
Avg. per Advisor$910K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
At no point will the total advisory fees exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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