This service is for clients looking for a long term relationship with us. We provide all aspects of ongoing comprehensive financial planning, as well as investment management. We work with you every step of the way, and as a fee-only fiduciary firm, your interests must come before ours.
Wealth management fees
We charge an annual fee on a quarterly basis. The annual Advisory Service Agreement Fee is based on a percentage of the investable assets according to the following schedule:
UP TO $1M:
$1M TO $2M:
FFC charges a reduced advisory fee for assets held in an employer sponsored retirement plan. Investment management services for these "held away" assets are charged an annual fee of .25% on the assets.
CONTACT US to learn further about our fees.