FO Investments, LLC provides ongoing investment advice to clients based on their individual needs. They work with clients to establish financial goals and create a portfolio to meet those goals. FO Investments manages accounts on a discretionary or non-discretionary basis, and their investment recommendations include a variety of securities.
Assets Under Management$25M
Clients10
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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