BeingFIT Financial is a registered investment advisor founded in November 2019 and based in Walpole, Massachusetts. The firm offers an integrated, ongoing advisory relationship that combines financial planning, investment management, and tax strategy into a coordinated approach tailored to each client's unique financial situation, objectives, and time horizon. In addition to comprehensive wealth management, BeingFIT Financial provides standalone investment management services, project-based financial planning, hourly consultations, and tax preparation and advisory services. The firm uses a variety of investment strategies, including model portfolios from Altruist and third-party managers like Zacks Investment Management and First Ascent Asset Management. BeingFIT Financial acts as a fiduciary, legally required to act in your best interest, and emphasizes a holistic view of clients' financial lives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fees are negotiable for accounts over $5,000,000. Schedule does not include fees for select model marketplace portfolios or outside managers.