FIRE Wealth Management (FWM) provides financial planning and investment management services to individuals, families, pension plans, and businesses. FWM's services include retirement planning, risk management, college savings, cash flow, debt management, and estate planning. FWM specializes in working with medical professional families. Financial planning clients receive a detailed electronic report tailored to their goals.
Assets Under Management$50M
Clients67
Advisors1
Avg. per Client$750K
Avg. per Advisor$50M
www.linkedin.com/in/michelleneiswender ·www.firewealthmgmt.com ·www.linkedin.com/company/firewealthmgmt
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Blended rate may result in higher revenue for FWM. Lower fees for comparable services can, at times, be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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