Friend Financial Group offers investment management services to clients, creating strategies based on their individual goals, risk tolerance, and time horizon. These strategies use stocks, bonds, exchange-traded funds, and mutual funds. Clients can place restrictions on certain investments with Friend Financial Group's approval.
Assets Under Management$1.4M
Clients3
Advisors1
Avg. per Client$480K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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