First Affirmative Financial Network LLC

Fee-Only (% of Portfolio)Fixed/Hourly

First Affirmative Financial Network, operating as Formative, provides sustainable investment management and financial planning services. The firm focuses on helping clients align their portfolios with their personal values through socially responsible investing. Formative offers personalized portfolio management and guidance, helping individuals and institutions navigate their financial goals while considering environmental, social, and governance factors.

Assets Under Management$910M
Clients2,327
Advisors12
Avg. per Client$390K
Avg. per Advisor$75M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...
Location

12 Advisors at this firm