Fog City Advisors offers financial planning and investment advice to individuals, trusts, non-profit organizations, and business entities. The firm provides services including financial goal setting, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Investment portfolios are designed individually based on client objectives and risk tolerance. Assets are invested primarily in no-load or low-load mutual funds and exchange-traded funds.
Assets Under Management$140M
Clients114
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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