An educated Advisor you can count on



West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113

About Us

Our Fees

Comprehensive Financial Planning fees begin with an initial fee upon engagement typically ranging between $300 to $1,500 followed by an affordable annual fee billed monthly based on the estimated time and complexity of your individual financial situation typically ranging between $75-$300 per month. The actual fee is determined during the Discovery Consultation

Investment Management fees are based upon the total household value of the account(s) under management (AUM) or Advisement (AUA)  according to the following schedule: 

Managed Account Amounts Fee %*
First $250,000 0.90%
Next $250,000 0.70%
Next $1,500,000 0.55%
Amounts over $2,000,000 0.40%

For example, a $1,000,000 household account would be calculated as follows:

  • $250,000 x 0.90% + $250,000 x 0.70% + $500,000 x 0.55% = 0.68% blended average

 

Additional fees charged by the custodian (not Portnoff Financial) typically range from 0.15% to 0.20% depending upon account size but can be as high as 0.45% for smaller accounts. Unbiased advice free from hidden fees means that we will always show you the total fee you will pay including underlying mutual fund fees in order to have complete transparency.

*Portnoff Financial has an informal household portfolio minimum of $500,000 however may consider working with smaller portfolios if there is otherwise a good fit and is considered on a case-by-case basis. 

Schedule a complimentary Discovery Consultation to find out more about Portnoff Financial's fee structure.

 

"You can't afford free; it's too expensive!" -Ed Slott