Fitch Financial Advisors helps clients make financial decisions. They offer written financial planning and investment planning, along with recommendations for tax, retirement, estate, insurance, and business planning. Clients can also contract for ongoing services like portfolio design, securities recommendations, and annual reviews. Fitch Financial Advisors specializes in retirement income planning and management, as well as tax preparation and representation. All advice is tailored to each client's situation.
Assets Under Management$17M
Clients16
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.20% to 1% annually. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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