Fair Trust Financial provides investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, trusts, and estates. FTF offers non-discretionary asset management, meaning they recommend trades but need your approval before executing them. They also offer financial planning covering retirement, education, legacy, insurance, investment, budget, tax, major purchases, debt management, and cash flow. FTF also provides services to retirement plans, acting as a limited scope advisor.
Assets Under Management$24M
Clients25
Advisors1
Avg. per Client$970K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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