Dollars & Sense Financial Fitness LLC provides portfolio management services based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. The firm also offers financial planning, including investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. They also provide financial coaching using the Dave Ramsey 7 baby steps.
Assets Under Management$800K
Clients4
Advisors1
Avg. per Client$200K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | 0.00% |
| $5K - $100K | 0.50% |
| $100K+ | 0.50% |
Portfolio management fees are negotiable and may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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