Physicians Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$431,766,880
Total clients
222
37% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
74
Average account size
$1,944,896
Client services
Fee options
Wealth Analysis and Planning fixed fees range from $850 to $5,000 based on complexity
$0 - $500,000: 1.75% annually $500,001 - $1,500,000: 1.50% annually $1,500,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 0.90% annually $5,000,001+: Negotiated
Commissions and/or premiums received from sales of securities and insurance products by certain individuals affiliated with the firm
Wealth Analysis and Planning hourly rate: $200 per hour
Minimum fee: Minimum annual fee may be imposed for Internal and/or External Money Management (amount not specified) Fee-only: Wealth Analysis and Planning: Fixed fees $850 to $5,000; Hourly fees $200/hour; Money Management fees based on AUM tiers
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Physicians Financial Services, Inc.
100 E. Six Forks Road, Suite 200
Raleigh NC 27609, United States
Number of offices
2
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