Fuerst Financial Group is an investment management and financial planning firm located in Chattanooga, Tennessee. The firm helps individuals, high-net-worth clients, trusts, estates, and retirement plans build, manage, and preserve their wealth. Fuerst Financial Group offers both discretionary and non-discretionary investment management, allocating portfolios across cash, bonds, equities, exchange-traded funds, and mutual funds, often utilizing third-party managers and institutional models. In addition to portfolio management, Fuerst Financial Group provides comprehensive financial planning, estate planning coordination, legacy planning, and retirement plan consulting for businesses. The firm operates as a fiduciary, legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum investment advisory fee is 1.50% annually, but lower rates may be negotiated based on account size, portfolio complexity, or other factors. Employees and related family accounts receive reduced fees.