Front Porch Financial Advisory (FPFA) offers portfolio management services tailored to individual client goals and risk tolerance. FPFA creates investment plans and manages portfolios with discretionary authority. FPFA also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. FPFA also provides advisory services to retirement plans.
Assets Under Management$180M
Clients132
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.40% |
Fees are negotiable and flat (not graduated).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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