Formidable Asset Management offers investment management and financial planning services. Investment management focuses on capital appreciation, often using Formidable's own exchange-traded funds. Financial planning includes portfolio analysis, estate planning, and insurance planning. Formidable also provides retirement plan consulting services to plans and plan fiduciaries.
Fee Structure
Formidable Asset Management charges an annual management fee based on a percentage of your portfolio. This fee ranges from 0.50% to 2.00% per year, billed quarterly in advance. The specific fee depends on the complexity of managing your assets. All fees are negotiable. If Formidable recommends that you invest in their own exchange-traded funds, you will be subject to both the firm's portfolio management fees and the fund's management fees.