Face 2 Face Financial Planning provides personalized investment management and comprehensive financial planning services for individuals and high-net-worth clients. Founded in 2016 and based in Portage, Michigan, the firm creates customized investment portfolios using a passive investment strategy, primarily utilizing index mutual funds and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. In addition to portfolio management, Face 2 Face Financial Planning offers ongoing comprehensive financial planning and one-time project-based financial planning covering retirement, cash flow, debt management, employee benefits, insurance, college savings, and tax strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and are pro-rated and paid monthly in advance based on the ending market value of the previous month.
