Fountainhead Fiduciary offers personalized investment management and comprehensive financial planning services. The firm designs investment portfolios tailored to each client's specific objectives and risk tolerance, with options for discretionary management where the firm handles trading on your behalf. In addition to managing investments, Fountainhead Fiduciary provides comprehensive financial planning covering retirement projections, tax strategies, estate planning coordination, insurance analysis, and education funding. The firm also offers specialized estate planning services through a partnership with an outside provider and provides access to cash management accounts. Fountainhead Fiduciary works with individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. Altruist cash management accounts are charged a separate fee of 0.10%.