Full Bloom Financial provides investment management and financial planning services. The firm creates investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. At no additional fee, clients also receive access to a financial plan covering areas like cash flow, college savings, retirement, insurance, and estate planning. Full Bloom Financial may recommend outside investment managers.
Fee Structure
Full Bloom Financial offers wealth management services for an annual fee ranging from $4,000 to $8,000, paid monthly or quarterly in advance. The fee is negotiable and depends on the client's needs and the complexity of their situation. A complexity charge may be added for clients with over $1,000,000 in assets. This fee does not include the fees of any outside investment managers that may be used.