Fonte Financial Advisors offers investment advisory services to individuals and other clients. As a fiduciary, Fonte Financial acts in the client's best interest. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. They may use third-party investment managers to implement investment portfolios.
Assets Under Management$150M
Clients138
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are negotiable. If Fonte Financial uses third-party managers, their fees will not exceed 0.50%, so the combined maximum fee will not exceed 2.00%. For clients using Vise AI Advisors, there is an additional fee based on a tiered schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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