FFP Wealth Management manages investment portfolios and provides personalized financial planning for individuals, families, trusts, estates, and small businesses. The firm builds portfolios primarily using no-load mutual funds and exchange-traded funds, focusing on income and long-term growth. FFP Wealth Management operates as a registered investment advisor legally required to act in your best interest, and does not sell financial products for commissions. In addition to investment management and financial planning, FFP Wealth Management offers optional tax preparation services for an additional fee.
Assets Under Management$300M
Clients317
Advisors4
Avg. per Client$950K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Minimum annual fee is $3,750. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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