Friends Wealth Management (FWM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. FWM creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. FWM also offers financial planning services that may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. FWM generally limits its investment advice to mutual funds, insurance products including annuities and ETFs, private equity, private credit/debt, hedge funds, real estate, commodities, collectibles and structured products.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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