Fioh Global Asset Management and Strategies, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
FIOH Global Asset Management and Strategies, LLC offers investment management tailored to individual client needs. They also provide retirement planning, benefit plan consultation, and divorce settlement consultation. FIOH uses modern portfolio theory and tactical asset allocation strategies. Clients are responsible for providing accurate financial information and understanding the assumptions used in financial plans.
Assets Under Management$46M
Clients64
Advisors1
Avg. per Client$730K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$25
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Investment advisory fees are negotiable at FIOH's sole discretion. All clients do not pay the same fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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