Five Talents Financial Management Group (FTFMG) offers ongoing investment advice through its Wealth Management Program, tailoring strategies to individual client needs. FTFMG also provides financial planning services covering areas like net worth, retirement, and estate planning. FTFMG may refer clients to other investment advisors and receive referral fees.
Assets Under Management$260M
Clients1,039
Advisors5
Avg. per Client$250K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
FTFMG's Wealth Management Program charges up to 2% of your portfolio per year. This fee is negotiable. The fee is calculated based on the value of your investments at the end of each quarter and is deducted from your account. You'll also pay for typical account expenses like transaction fees.
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