BeingFIT Financial (BFF) is a financial services firm that provides financial planning, investment management, and tax planning and preparation. BFF aims to help clients achieve financial well-being. Financial planning covers topics like financial goals, investment strategies, tax minimization, retirement planning, and estate planning. Investment management is offered either as part of ongoing financial planning or as an independent service. BFF may recommend non-financial professionals to assist clients in achieving their health and wellness goals.
Assets Under Management$7.5M
Clients21
Advisors1
Avg. per Client$360K
Avg. per Advisor$7.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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