Financial Planning Fort Collins, operating as FPFoCo, provides comprehensive wealth management services that bundle financial planning, investment management, and income tax preparation into a single package. FPFoCo focuses on creating individually tailored investment portfolios using Modern Portfolio Theory, active allocation strategies, and low-cost funds. In addition to managing portfolios, FPFoCo helps clients navigate retirement planning, budgeting, tax strategies, employee benefits, and estate planning. The firm typically works with individuals and high-net-worth clients through an ongoing service model, utilizing a team of Certified Financial Planners to provide continuous guidance and personalized advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are part of a comprehensive package that includes financial planning and tax preparation. Subject to a minimum annual fee of $7,500.
