First Choice Financial Planning, LLC

Fee-Only (% of Portfolio)

First Choice Financial Planning (FCFP) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. FCFP gathers financial data, constructs a plan, and selects a portfolio to match each client's specific situation. FCFP generally limits its investment advice to mutual funds, equities, bonds, fixed income, and debt securities but may use other securities to diversify portfolios. Qualified clients may be charged performance fees based on net profits above a high-water mark.

Assets Under Management$3.2M
Clients31
Advisors1
Avg. per Client$100K
Avg. per Advisor$3.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

First Choice Financial Planning, LLC | TrueAdvisor