Founders Financial Alliance (FFA) offers investment advice and financial planning to individuals, high-net-worth individuals, charities, and corporations. FFA tailors investment strategies to each client's goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular portfolio monitoring. FFA also offers financial planning, retirement plan consulting, and a FlatFeeCIO program.
Assets Under Management$1B
Clients3,918
Advisors32
Avg. per Client$260K
Avg. per Advisor$31M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
32 Advisors at this firm
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