Fit Financial Consulting offers financial planning services on an hourly fee basis and investment supervisory services for an asset-based fee. They develop customized portfolios based on client's goals and risk tolerance, using diversified, specialty, or custom portfolios. They may also recommend third-party investment managers. The firm does not provide legal or accounting services.
Assets Under Management$6.8M
Clients40
Advisors1
Avg. per Client$170K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.35% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.33% |
Fees may be discounted for associates and their family members, as well as pre-existing accounts. The firm receives a portion of the total advisory fee for consultation services, ranging from 0.33% to 1.35% from the total advisory fee assessed for third-party investment manager programs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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