Fuchs Financial Planning

Fixed/Hourly

Fuchs Financial Planning provides investment and financial planning services to individuals, estates, trusts, and non-profits. Services include investment management, insurance planning, retirement planning, education funding, estate planning, and tax planning. Fuchs Financial Planning manages investments on a discretionary basis. Investment strategies are based on your financial needs and requirements.

Assets Under Management$1.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.8M

Fee Structure

Investment management only (planning not offered)

Fuchs Financial Planning manages investments and charges $175 per hour for their services. This fee is billed quarterly.

Loading...
Location

1 Advisors at this firm