Fyooz Financial Planning (FFP) offers comprehensive financial planning, project-based planning, hourly financial planning, and investment management services. Comprehensive financial planning involves ongoing support with a planner covering various financial topics. Project-based and hourly planning address specific needs like retirement or college savings. Investment management involves tailored portfolios based on client goals and risk tolerance. FFP primarily uses passive investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Comprehensive Financial Planning consists of an upfront onboarding fee at a rate of $500-$2,000, followed by an assets under management fee that is paid quarterly, in arrears. The fee may be negotiable in certain cases. The purpose of the onboarding fee is to cover the costs of the initial work to develop the financial plan, this is a one-time fee payable in advance.
