Financial Fitness offers ongoing portfolio management services based on individual client goals and risk tolerance. They create a plan to aid in selecting a portfolio that matches each client's specific situation. Financial Fitness also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. A quarterly newsletter is provided free to clients using other advisory services.
Assets Under Management$3M
Clients28
Advisors1
Avg. per Client$110K
Avg. per Advisor$3M
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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 | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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