Personal Choice Financial Advisors, LLC

Personal Choice Financial Advisors, LLC, operating as Financial Rounds, is a registered Investment Adviser with the SEC, established in April 2002. The firm specializes in providing investment management services tailored to individual client needs, including asset allocation, portfolio management, and financial planning. They manage discretionary assets totaling $173,184,092 and non-discretionary assets of $5,149,116 as of December 31, 2024. Services offered include financial planning covering retirement, risk management, college savings, cash flow, debt management, and estate planning. The firm charges fees based on a percentage of assets under management, with rates ranging from 0.50% to 1.25% based on the account value. Additionally, they offer financial planning services at a flat fee of $500 per month with a $1,000 onboarding fee. PCFA does not engage in performance-based fees, offers services to various client types, and does not have a minimum account size requirement. The firm practices a blend of passive and active investment management strategies, primarily using mutual funds and ETFs. PCFA has not been involved in any disciplinary actions and does not vote client securities proxies. They do not have custody of client funds except for fee withdrawals and maintain discretion over client accounts for trading purposes. The firm does not vote client securities proxies and has no financial commitments impairing their ability to meet client obligations.