FC Advisory, LLC operates under the business names Financial Coach and New Wealth Project, offering financial planning and portfolio management services to individuals, retirees, young families, and emerging professionals. The firm builds customized investment portfolios using exchange-traded funds and mutual funds, with a focus on asset allocation, rebalancing, and tax-loss harvesting recommendations. FC Advisory provides ongoing financial planning that covers retirement income planning, insurance reviews, cash flow planning, and coordination with outside professionals for estate and tax needs. Services are tailored to each client's goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.10% |
Rates shown reflect the Financial Coach division schedule. The New Wealth Project division offers a separate tiered schedule starting at 0.75% for the first $1 million with a $2,500 minimum annual advisory fee.