Practice Financial Group's Form ADV discloses 1.00% on the first $2.5 million, 0.75% on the next $2.5 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #289256), Practice Financial Group is subject to fiduciary duty under federal law.
Practice Financial Group is headquartered in JACKSONVILLE, OR.
Practice Financial Group serves 36 high-net-worth clients according to their SEC filing dated July 31, 2026. View client details ↓
According to their SEC Form ADV, Practice Financial Group offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Practice Financial Group manages $437 million in client assets according to their SEC filing dated July 31, 2026.
According to their SEC Form ADV, Practice Financial Group serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓