Front Street Financial, or FSF, offers financial planning and investment management services. FSF develops investment plans and manages portfolios based on clients' individual needs and goals. Financial planning services cover areas like cash flow, college savings, estate planning, insurance, retirement, and tax strategies. FSF may recommend third-party professionals but doesn't receive compensation from them.
Assets Under Management$13M
Clients19
Advisors1
Avg. per Client$670K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees are negotiable. Sub-advisor SyntheticFi charges an additional 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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