Federmann Financial Advisors provides investment advisory services, including financial planning and consulting, to individuals and high net worth individuals. Federmann Financial typically recommends investments in bonds, mutual funds, and exchange traded funds. Financial planning and consulting services cover investment and non-investment related matters such as estate planning and insurance planning. Federmann Financial may also provide tax preparation services.
Assets Under Management$110M
Clients58
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable. Minimum annual fee of $2,500 for investment advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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