Plotkin Financial Advisors, LLC
Assets Under Management
$221.8M
Number of Clients
355
Number of Advisors
1
Average Client AUM
$625K
AUM per Advisor
$221.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Plotkin Financial Advisors, LLC (PFA) is an SEC-registered investment adviser offering portfolio management services to individuals through a wrap fee program with Charles Schwab. PFA tailors advisory services to individual client needs, gathering information to develop recommendations including investment strategies, asset allocation, and insurance and estate planning. PFA offers asset management services on a discretionary and nondiscretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Plotkin Financial Advisors is compensated through an annualized asset-based wrap fee, paid quarterly in advance. The fee covers money management, certain transaction costs, and custodial/administrative costs. The fee is 1.10% for portfolios valued between $0 and $2,500,000, and 1.00% for portfolios between $2,500,000 and $5,000,000. Fees are negotiable for portfolios over $5,000,000. PFA generally prefers clients to deposit a minimum of $500,000 to participate in investment advisory services. Fees for financial planning services are included in the portfolio management fees.
Areas of Practice
Location
8401 Connecticut Avenue, Suite 401, Chevy Chase, MD, 20815-5833