Fellowship Financial Group

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$180M
Clients492
Advisors3
Avg. per Client$360K
Avg. per Advisor$59M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.5% to 2.0% depending on account size, type, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Fellowship Financial Group - Fees, AUM & Advisors | TrueAdvisor