Finley Wealth Advisors
Assets Under Management
$119.5M
Number of Clients
72
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$119.5M
Compensation
Fee-Only (AUM)
About This Firm
Finley Wealth Advisors provides personal financial planning and investment management to individuals, families, related entities, trusts, estates, and family businesses. They define financial objectives and develop strategies, including cash flow, tax, risk, investment, education, retirement, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Minimum household assets under Wealth Management Agreement is $2,000,000, negotiable under special circumstances.
Fee Estimator
The annual Wealth Management Advisory fee is based on a percentage of your investable assets: 0.80% on the first $2,000,000, 0.50% on the next $3,000,000, and 0.25% on assets over $5,000,000. The minimum household assets under the Wealth Management Agreement is $2,000,000, but this is negotiable under special circumstances. Fees are calculated quarterly in advance. The firm's compensation is solely from fees paid directly by clients.
Areas of Practice
Location
10600 Chevrolet Way, Suite 101, Estero, FL, 33928
