Fft Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

FFT Wealth Management offers investment management, financial planning, and consulting services. FFT manages assets through mutual funds, exchange traded funds, third-party managers, and alternative investments. FFT also provides financial planning and consulting services tailored to individual client needs. FFT may recommend affiliated or unaffiliated professionals to implement its recommendations, but clients are not obligated to follow them.

Assets Under Management$6.1B
Clients66
Advisors2
Avg. per Client$92M
Avg. per Advisor$3B

Fee Structure

Planning is included in investment management (also available separately)

FFT Wealth Management charges either an annual fee based on the value of your portfolio or a fixed annual fee for investment management. The asset-based fee generally ranges from 0.25% to 1.50% of the portfolio value, depending on the size of the portfolio, the complexity, and the services provided. Fixed fees generally range from $5,000 to $2,000,000 annually.

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Location

2 Advisors at this firm