F2 Wealth provides wealth management services, encompassing investment management and financial planning, tailored to each client's needs. They develop investment plans, manage portfolios, and offer financial planning covering various areas like financial goals, retirement, business planning, cash flow, education funding, estate planning, insurance, risk management, and tax planning. F2 Wealth also offers tax preparation services. They do not participate in wrap fee programs.
Fee Structure
F2 Wealth charges a quarterly fee of $625, plus 0.50% of the value of your investments. This fee covers both investment management and financial planning services. Clients with over $4,500,000 may be eligible for a $25,000 annual flat fee, billed quarterly. Fees are negotiable under certain circumstances.