Fellowship Financial Planning provides investment management and financial planning services. Investment management involves using various securities to help clients meet their financial goals. Financial planning includes investment advice, financial goals analysis, and retirement planning. Fellowship also offers ongoing financial advice through its Financial Consulting program.
Assets Under Management$360M
Clients938
Advisors7
Avg. per Client$390K
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiated, lowered, or waived for family, friends, or based upon the complexity level of the client situation. In some situations Investment Management Clients are on a flat fee schedule based upon the historical relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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