Fountainhead Financial offers investment advisory services on a non-discretionary basis, which means they need your consent before making any trades. Their annual investment advisory fee includes investment advice and, if you want it, financial planning and consulting. They can also provide financial planning and consulting services separately for a fee. They will determine your investment goals and allocate your assets accordingly, monitoring and rebalancing your account as needed. They may recommend other professionals like attorneys or insurance agents, but you're not obligated to use them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
The investment advisory fee is negotiable at Fountainhead's discretion. If you maintain less than $500,000 of assets under Fountainhead Financial, LLC’s management, and are subject to the $1,250 per quarter minimum fee, you will pay a higher percentage Annual Fee than the 1.00% referenced in the above fee schedule.