Firethorn Partners, LLC

Fee-Only (% of Portfolio)

Firethorn Partners provides investment advisory services, creating investment strategies based on each client's Investment Policy Statement (IPS). They assess a client's risk and return objectives through a personal profile questionnaire. Firethorn Partners may allocate assets among independent investment managers (Sub-Advisors). They offer customized investment portfolios and model portfolios. Firethorn Partners also engages in specialized services that may appeal to expatriate individuals or those individuals that reside in one jurisdiction while they continue to have assets in another jurisdiction (cross border services).

Assets Under Management$26M
Clients61
Advisors2
Avg. per Client$430K
Avg. per Advisor$13M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Firethorn Partners charges a single fee based on the value of your investments. The fee includes portfolio management. The fee is calculated based on the value of your account at the end of each month and is deducted quarterly.

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Location

2 Advisors at this firm