FDP Wealth Management provides investment consulting and financial planning services. They help clients identify their financial goals, risk tolerance, and create suitable investment strategies. FDP's recommendations may include specific financial and investment strategies, as well as product recommendations. The firm also offers comprehensive financial plans covering various topics like estate planning, education planning, and retirement plan analysis.
Assets Under ManagementN/A
Clients17
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly Fees – FDP may charge an hourly fee for its services typically ranging from $250 to $1,000 per hour depending upon the needs of the client and the complexity of the situation.
- Negotiated Flat Fee – FDP may charge a flat fee for its services typically ranging from $250 to $50,000 or more depending on the needs of the client and the complexity of the situation.
- TOLI Expert System – Fees are negotiated on an individual basis and will vary depending upon the specific needs of each client and the complexity of the matter.
One-Time Plan:$250 - $50,000
Hourly Rate:$250 - $1,000/hr
Loading...