Head to Toe Financial Planning (HTTFP) offers investment management and financial planning services tailored to individual client needs. HTTFP develops investment plans based on client goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, retirement planning, risk management, and tax strategies. HTTFP may recommend third-party professionals but receives no compensation from them.
Assets Under Management$23M
Clients23
Advisors1
Avg. per Client$1M
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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