Fee-Only Financial Advisors (FOFA) provides financial planning and investment management services to improve clients’ overall financial wellbeing. FOFA analyzes client information to assess their current situation, define their goals, and determine what should be done to help achieve those goals. FOFA develops portfolios based upon a client’s goals, objectives, investment time horizon and risk tolerance, as well as their core financial-related values.
Assets Under Management$22M
Clients24
Advisors1
Avg. per Client$910K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000. Portfolio Management Services are also offered with lower fees: $0 - $1,000,000 (0.70%), $1,000,001 - $3,000,000 (0.50%), $3,000,001 - $5,000,000 (0.30%), Over $5,000,000 (Negotiable).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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