Fealty Group LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, education, and debt. Fealty Group primarily recommends equities, but may use other securities like mutual funds and crypto assets to diversify portfolios.
Assets Under Management$2.2M
Clients15
Advisors2
Avg. per Client$150K
Avg. per Advisor$1.1M
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 | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable. Clients who maintain an investment account with the firm for four years receive an average fee reduction of 20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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