Financial Professionals Incorporated (FPI) provides investment management services to individuals, high net worth individuals, and corporations. FPI offers several portfolios with varying risk levels. FPI also provides services to qualified retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager. FPI uses Envestnet to access third-party money managers.
Assets Under Management$27M
Clients74
Advisors1
Avg. per Client$370K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. When using Envestnet, FPI charges 0.60% per year. This is in addition to the Envestnet platform fee (up to 0.12%), third-party manager fees, and custodian fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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