Fyvie Financial, or FyFin, manages investment portfolios and provides financial planning services. Planning services cover retirement, risk management, college savings, debt management, and estate planning. FyFin also offers ongoing financial planning for a monthly fee. Services for clients residing outside of the United States may be restricted or limited.
Assets Under Management$18M
Clients77
Advisors1
Avg. per Client$230K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.70% |
These fees are for non-wrap accounts. Wrap account fees are higher. For accounts held outside of Altruist, Interactive Brokers, Charles Schwab, and Novia Global, FyFin uses Pontera, and fees are lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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