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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |