Firethorn Wealth Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Firethorn Wealth Partners provides investment management and financial planning services to individuals, families, and businesses. Services include wealth management, retirement plan consulting, and education advisory. Firethorn primarily uses mutual funds, exchange-traded funds (ETFs), individual securities, and independent investment managers to manage client assets.

Assets Under Management$540M
Clients658
Advisors6
Avg. per Client$830K
Avg. per Advisor$91M

Fee Structure

Investment management only (planning not offered)

Firethorn Wealth Partners offers wealth management services for an annual fee based on the amount of your portfolio. This fee generally ranges from 0.50% to 1.25%. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month.

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Location

6 Advisors at this firm

Firethorn Wealth Partners, LLC | TrueAdvisor