Financial Advisory Partners, LLC
Assets Under Management
$325.1M
Number of Clients
138
Number of Advisors
3
Average Client AUM
$2.4M
AUM per Advisor
$108.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Advisory Partners, LLC is a registered investment adviser offering discretionary portfolio management services through a wrap-fee program. They use third-party managers and tailor services to client needs. Fees cover portfolio management, custodial services, and securities transactions. Clients are responsible for notifying the firm of any changes in their financial situation.
Fee Structure
Financial Advisory Partners, LLC charges an annual wrap fee for portfolio management services, which includes portfolio management fees, custodial service fees, and the associated costs of securities transactions. The annual fee ranges up to 2.00% of assets under management, inclusive of any third-party manager fees. The fee is billed and payable quarterly in advance. For clients with a managed Futures Mutual Fund advised by PIMCO and/or a non-traded/limited liquidity Real Estate Investment Trust BREIT managed/advised by Blackstone, the annual fee is 0.75%. The minimum account size for each strategy is $50,000. The advisory fee is negotiable, depending on individual client circumstances.
Areas of Practice
Location
1201 S. Orlando Avenue, Suite 350, Winter Park, FL, 32789