Folgmann Financial Group provides professional investment management and financial planning services tailored to individuals, families, and business clients. Led by Chris R. Folgmann, the firm focuses on building personalized asset allocation strategies using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Folgmann Financial Group operates on a non-discretionary basis, meaning all investment trades require client approval before execution. In addition to personal wealth management, Folgmann Financial Group offers retirement plan consulting and fiduciary advisory services for business retirement plans. The firm emphasizes a fiduciary commitment to placing client interests first, utilizing fundamental, quantitative, and technical analysis alongside asset allocation techniques to manage risk.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.25% to 1.0% depending on services and complexity. All fees are negotiable.