FAPA Financial Services manages investment accounts based on your goals, risk tolerance, and financial situation. They also offer financial planning services covering cash flow, education, retirement, estate planning, and insurance. For retirement plan accounts held elsewhere, FAPA can make investment option allocations through Pontera.
Assets Under Management$5.9M
Clients24
Advisors1
Avg. per Client$240K
Avg. per Advisor$5.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M+ | 1.30% |
Any amount above $1,541,666 is capped at $20,000 per year. The 1.2973% was calculated to represent the fee percentage if the maximum fee of $20,000 was charged on assets above $1,541,666.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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