Financial Consultants Group, operating under the name Fountain Wealth Partners, provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. Financial Consultants Group builds personalized investment strategies using fundamental analysis, modern portfolio theory, and technical analysis, while holding the authority to make trades on behalf of clients. In addition to managing investments, Financial Consultants Group offers financial planning covering investment strategy, life insurance concerns, tax planning, retirement preparation, college savings, and debt management. The firm primarily serves individuals, high-net-worth clients, corporations, and trusts, operating with a legally required commitment to act in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable based on client needs and the complexity of the situation.
