Fondahn Financial provides investment management using stocks, bonds, ETFs, and mutual funds. They also offer financial planning, retirement planning, estate planning, tax planning, risk management, insurance planning, and education funding planning. Fondahn Financial requires a minimum account size of $100,000 for investment management services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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