Fuerst Financial Group (FFG) provides investment management and financial planning services to individuals, high net worth individuals, employee-sponsored retirement plans, institutions, trusts, charitable organizations, foundations, and estates. FFG manages investments on a discretionary or non-discretionary basis, allocating assets among cash, bonds, equities, ETFs, and mutual funds. FFG also offers financial planning, estate planning, and legacy planning services, partnering with other advisors to address clients' holistic financial picture.
Fee Structure
Fuerst Financial Group charges a percentage of your portfolio each year for investment management services. The specific fee is agreed upon in your investment advisory agreement, with a maximum fee of 1.50%. Fees may be lower based on the size of your account, complexity, or other factors. Related client accounts may be combined for fee calculation purposes, potentially resulting in lower fees. The fee is deducted directly from your account by the custodian.