Foundational Financial Advisors (FFA) provides asset management services on both a discretionary and non-discretionary basis. FFA also offers financial planning and consulting services covering investment planning, retirement planning, insurance, tax, education, portfolio review, and asset allocation. FFA also provides services to qualified retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager.
Assets Under Management$4.5M
Clients15
Advisors1
Avg. per Client$300K
Avg. per Advisor$4.5M
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Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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