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Our Advisory Service

Physicians' Financial is paid on a fee-only basis according the level of assets in your accounts. All transaction costs are included in the fee you pay us. This aligns our objectives with yours - long-term growth of your assets instead of frequent questionable trading to generate commissions.

Physicians' Financial Advisory

Physicians' Financial Advisory (PF Advisory) is a fee-based program which provides access to a diversified portfolio of exchange-traded funds allocated and managed according to your risk tolerance, time horizon, and wealth objectives.  The fee to participate in PF Advisory is 1.25% annually of assets under management. The fee is billed quarterly in arrears based on the weighted, daily average balance of your account during the billing quarter.  There is no minimum account size, no minimum fee, and the minimum deposit to your account is only $10, making PF Advisory a perfect solution for House Officers on a tight budget. 

 With PF Advisory, you'll receive the benefit of professional advice, professional portfolio management, and affordable fees, even if you're just beginning to save