Financial Freedom for Dentists (FFD) provides investment management and financial planning services, primarily catering to dentists. FFD offers ongoing asset management, retirement plan services, and financial planning, including goal development, net worth analysis, and tax planning. Clients with over $750,000 managed by FFD may receive a financial plan at no additional charge. FFD also holds seminars and workshops to educate the public.
Assets Under Management$140M
Clients149
Advisors3
Avg. per Client$930K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.25% |
The annual fee may be negotiable for current employees or immediate family members of FFD. Accounts within the same household or business may be combined for a reduced fee, with the exception of clients who have investments within the Pooled Employer Plan (PEP).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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