Fierce Wealth Management Group offers comprehensive financial planning, financial consulting, and ongoing investment portfolio management. The firm designs customized portfolios using model portfolios and third-party advisory programs through custodians like Charles Schwab and LPL Financial. Services cover retirement projections, cash flow analysis, tax planning, insurance analysis, and estate guidance. Fierce Wealth Management Group tailors its strategies to each client's specific financial goals, time horizon, and risk tolerance, working with individuals, high net worth families, corporations, and charities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable at the firm's discretion. Other programs like Small Market Solution charge 1.20%, and legacy Model Wealth Portfolios charge up to 2.50%.