Fellowship Financial Group offers personalized investment advice, including portfolio management and financial planning. They work with clients to determine their investment objectives and risk tolerance, then develop a suitable strategy. They may recommend third-party money managers. Financial planning services cover various aspects of managing financial resources. Clients are not obligated to act on their recommendations.
Assets Under Management$150M
Clients466
Advisors3
Avg. per Client$330K
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management (also available separately)
Fellowship Financial Group's fee for managing your investments ranges from 0.5% to 2.0% per year, depending on the size, type, and complexity of your account. The fee is calculated monthly based on the average daily balance. The advisory fee is negotiable. Family accounts may be combined to potentially lower the fee.
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