Fichter & Co. Investors offers continuous supervision of client portfolios, aiming for the highest long-term after-tax return. They also provide investment advice for retirement accounts with limited investment choices. Additionally, Fichter & Co. offers financial planning analysis and advice, including retirement, estate, and tax planning. Investment strategies are primarily based on long-term purchases of securities.
Fee Structure
Fichter & Co. Investors charges a percentage of your portfolio each year. The fees are charged quarterly, based on the market value at the end of the quarter.
For normal accounts, the annual fee is 1.00%. For reduced volatility accounts, the annual fee is 0.75%. For low volatility accounts, the annual fee is 0.33%.
For 401(k), 403(b), 457, and similar accounts, the annual fee depends on the number of investment choices in the plan:
- 10 or fewer choices: 0.12%
- 11-20 choices: 0.18%
- 21-30 choices: 0.25%
- 31-100 choices: 0.33%
- 101+ choices: 0.42%
Higher or lower fees may be negotiated in unusual circumstances or for clients who select additional, non-investment management services, such as tax planning.