Firewall Capital Management provides ongoing investment management services tailored to each client's needs. Financial planning is included with investment management, with different levels of service depending on client engagement. Firewall Capital offers free financial planning to firefighters and their families, even if they don't use the investment management services. The firm uses modern portfolio theory and tactical asset allocation strategies.
Assets Under Management$56M
Clients184
Advisors4
Avg. per Client$300K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Firefighters receive discounted rates: $0 to $50,000: 1.50%, $50,001 to $250,000: 1.25%, $250,001 to $500,000: 1.15%, $500,001 to $1,000,000: 1.00%, Over $1,000,000: 0.80%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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