Imprint Wealth, operating as Family Fortune Financial, provides customized investment management and financial planning services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and institutions. The firm builds long-term investment strategies using mutual funds, exchange-traded funds, individual equities, and bonds, and may also utilize independent managers and third-party platforms to manage held-away retirement accounts. Financial planning services cover retirement planning, estate planning, personal savings, education savings, and investment planning, and can be provided as part of an overall wealth management relationship or as a standalone project or ongoing consulting engagement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment advisory fees range from 0.50% to 2.00% based on factors such as services offered, complexity, asset level, and overall relationship. Fees are negotiable.