Ferguson Financial Planning, owned by Troy Ferguson, offers investment management and financial planning services. Investment management makes up the majority of the firm's work. Financial planning services include college planning, budgeting, insurance needs analysis, and retirement planning. The firm operates on a fee-only basis, meaning it does not sell products or receive commissions.
Assets Under Management$74M
Clients170
Advisors1
Avg. per Client$440K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.20% |
| $75K - $125K | 0.95% |
| $125K - $250K | 0.80% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
For managing investments within variable annuities, the annual fee is 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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