Fierce Wealth Management Group provides financial planning and investment management services. Financial planning covers topics like net worth, cash flow, taxes, insurance, retirement, and 401k reviews. Investment management involves creating customized portfolios based on your goals and risk tolerance, using model portfolios. Fierce Wealth Management also offers access to LPL Financial sponsored advisory programs.
Assets Under Management$69M
Clients125
Advisors1
Avg. per Client$550K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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 negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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