Fident Financial, LLC (FFL) offers financial planning and investment management services. Financial planning covers topics like retirement, risk management, college savings, and estate planning. Investment management involves creating and managing tailored investment portfolios based on a client's goals, risk tolerance, and time horizon. FFL acts as a fiduciary, meaning it's legally required to act in your best interest. FFL is a fee-only firm and does not accept commissions.
Assets Under Management$55M
Clients86
Advisors1
Avg. per Client$640K
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.3M | 0.60% |
| $1.3M+ | 0.50% |
Fees may be negotiable in certain circumstances. Any ongoing client of Fident Financial will be subject to a minimum of $6,000/year, which may be reduced by the fees received by Fident Financial by Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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