Fern Financial Group offers investment and financial planning services tailored to individual client needs. Services range from broad financial planning to portfolio management with discretionary trading authority. They utilize AssetMark's platform for portfolio management and may recommend third-party money managers. They also offer Family Office and Wealth Planning Services. Fern Financial acts as a fiduciary, prioritizing client interests and offering an open architecture investment platform.
Assets Under Management$63M
Clients78
Advisors3
Avg. per Client$810K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. The AssetMark Platform fee is included in the fee schedule. If a Third-Party Manager is utilized, Fern Financial will adjust its Advisor Fee to ensure that Total Annual Fees do not exceed 1.2% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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