Fountain Financial Group (FFG) is a financial planning and investment management firm. FFG offers asset management, variable annuity and universal life management, and consulting services for assets held away. FFG also provides financial planning and consulting services, as well as educational instruction and model allocation guidance to other financial professionals. FFG may recommend third-party money managers. Seminars and workshops are also offered to educate the public.
Assets Under Management$38M
Clients70
Advisors3
Avg. per Client$550K
Avg. per Advisor$13M
twitter.com/fountainwealth ·www.linkedin.com/in/mark-d-johnson-cfp%c2%ae-ck... ·www.fountainwealth.com
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1000K | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Annual fee may be negotiable. For clients participating in the FFG Directional Strategy, the fee is 2.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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