Firn Advisors manages investment portfolios with a focus on long-term growth. They customize portfolios based on your values, risk tolerance, and financial goals, using low-cost ETFs, blue-chip stocks, and investment-grade bonds. Firn Advisors also offers sustainable investment options for clients interested in environmental responsibility. They work with professionals to avoid conflicts of interest and offer tax-loss harvesting to lower tax bills.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable at Firn Advisor's sole discretion based on client type and account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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