F2F Retirement offers investment management and financial planning services. For investment management, clients can choose whether F2F Retirement makes trades for them (discretionary) or if the client makes their own trades (non-discretionary). Financial planning includes comprehensive written plans or consultations on specific topics. F2F Retirement recommends Fidelity Investments as a broker-dealer and custodian.
Assets Under Management$37M
Clients351
Advisors3
Avg. per Client$110K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Management fee may be negotiable to compete with other advisory companies and offers discounts to select friends, employees, and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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