Fichter & Co. Investors manages investment portfolios and provides comprehensive financial planning services, including retirement, estate, and tax planning. Fichter & Co. Investors focuses on long-term investment strategies tailored to each client's individual needs and tax situations. Clients can choose from full portfolio management services, periodic supervision for employer-sponsored retirement plans like 401(k) accounts, or standalone hourly and project-based consulting. The firm emphasizes long-term purchases of securities while tailoring strategies to match individual risk tolerances and volatility preferences.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Normal accounts are charged 1.00% annually. Reduced volatility accounts are charged 0.75%, and low volatility accounts are charged 0.33%. Employer retirement accounts are charged between 0.12% and 0.42% depending on investment options. Fees may be negotiated in unusual circumstances or if additional tax planning is requested.