facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog

CUSTOM FINANCIAL PLANNING TAILORED TO YOUR UNIQUE GOALS.

Wealth Management 

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:

0.80%

$1M TO $2M:

0.65%

ABOVE $2M:

0.50%

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.