Fierston Financial Group INC
Assets Under Management
$1.0B
Number of Clients
315
Number of Advisors
5
Avg. Portfolio per Client
$3.3M
Avg. Managed per Advisor
$207.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Fierston Financial Group (FFG) provides investment advice and manages portfolios primarily consisting of mutual funds. FFG creates investment plans based on clients' individual goals and circumstances. FFG also offers standalone financial planning and consulting services for a separate fee. FFG manages accounts on a discretionary basis.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees and account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Location
29 South Main St, Suite 302, West Hartford, CT, 06107