Frisco Financial Planning (FFP) offers financial planning, investment advice, and asset management services. FFP helps with asset allocation, investment selection, retirement planning, college funding, employee benefits, and stock option analysis. FFP manages investments on a discretionary basis, using mutual funds and exchange-traded funds (ETFs). Project planning is offered on a “pay as you go” basis.
Assets Under Management$130M
Clients50
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.55% |
FFP maintains a quarterly minimum fee that ranges from $0 to $3,000, which increases each calendar year by 3%. New clients will pay a start-up fee between $0 and $4,000. FFP may waive the quarterly minimum fees and/or start-up fees at FFP discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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