Fireside Financial Planning provides financial planning services and manages investment portfolios for individuals, trusts, and small businesses. They create financial plans tailored to clients' goals, covering areas like family records, tax planning, retirement, and investments. They also offer investment advice on a limited basis without managing the assets directly.
Assets Under Management$20M
Clients44
Advisors1
Avg. per Client$460K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are calculated as 0.50%-1.00% of the active assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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