FAAV Finance offers financial planning and investment management services. Financial planning includes comprehensive and lite versions, both involving one-on-one work with a planner to develop and implement a plan. Project-based financial planning is also available for specific areas like college planning or buying a home. FAAV also offers investment management services, including portfolio oversight and adjustments. FAAV uses third-party managers for retirement account management.
Fee Structure
FAAV Finance offers investment management services as part of their ongoing financial planning services. Clients pay an additional monthly fee of $100 for investment management. FAAV oversees the portfolio and adjusts as necessary, providing performance reviews. FAAV uses Betterment and Altruist as custodians. FAAV also uses Human Interest Advisors, LLC for retirement account management services. The Recordkeeper’s asset-based fee typically ranges up to 0.60% annually based on the market value of the assets. Participants may choose to be billed the flat rate ranging from $120 to $200 monthly.