Formidable Asset Management offers personalized investment management and financial consulting services focused on capital appreciation. The firm works with individuals, high-net-worth individuals, pension plans, corporations, and pooled investment vehicles. Clients can choose between discretionary portfolio management, where Formidable Asset Management makes trades without prior consultation, or non-discretionary management, where client approval is required for trades. The firm also offers specialized financial planning and consulting services, including reviews of portfolios, estate planning, insurance, education planning, and capital needs. Additionally, Formidable Asset Management manages several exchange-traded funds and provides model portfolios to other registered investment advisors. The firm emphasizes fundamental analysis in its investment selection process and can utilize various strategies including long-term purchases, short-term trading, options, and alternative investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees range from 0.50% to 2.00% depending on the level of complexity involved. Fees are negotiable and billed quarterly in advance.