F3 Wealth Management offers investment management services through third-party sub-advisors, analyzing client financial situations and providing recommendations. They also offer financial planning as part of investment management or as a standalone service, covering various areas to develop a tailored written plan. F3 Wealth Management hosts educational seminars and newsletters at no additional cost.
Fee Structure
F3 Wealth Management receives a portion of the overall asset management fee charged by Virtue Capital Management (VCM), the sub-advisor. This fee is up to 1% of VCM's fee. For example, if VCM charges 1.95%, F3 Wealth Management receives up to 1% of that, with the client paying the total 1.95%. A $55 annual technology fee may also apply for certain strategies. VCM bills and deducts fees monthly in arrears based on the average daily value of your account.