The Fiscal Fitness Company, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
The Fiscal Fitness Company (TFFCO) offers investment supervisory services, providing ongoing advice and investment management based on individual client needs and risk tolerance. TFFCO creates portfolios using mutual funds and exchange-traded funds, selected based on various criteria. They may also recommend other investments like individual securities and bonds. TFFCO manages accounts on either a discretionary or non-discretionary basis.
Assets Under Management$17M
Clients66
Advisors2
Avg. per Client$250K
Avg. per Advisor$8.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...