Folgmann Financial Group, owned by Chris Folgmann, offers consulting services for businesses and investment management for individuals. For individuals, Folgmann Financial Group provides professional management of assets and uses financial planning to guide them. Folgmann Financial Group does not accept discretionary business. Client guidelines are established at the beginning of the relationship and monitored on an ongoing basis.
Assets Under Management$37M
Clients25
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1% depending on the scope of the services to be provided, the investment strategies implemented (individual publicly listed stocks versus exchange traded funds and/or mutual fund only strategies) and the complexity of your financial situation. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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