Fellowship Financial Group offers personalized portfolio management, third-party money manager selection, and financial planning services. Operating from Maitland, Florida, the firm tailors its investment advice to match each client's specific objectives and risk tolerance, utilizing strategies such as fundamental and technical analysis, long-term and short-term purchases, and advising on various securities including stocks, bonds, mutual funds, exchange-traded funds, and digital assets. Fellowship Financial Group also helps clients manage retirement accounts and provides guidance on rolling over retirement funds.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.5% to 2.0% depending on account size, type, and complexity. Fees are negotiable.