Firefly Wealth Management provides ongoing investment management based on each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Firefly Wealth also offers financial planning services covering investment planning, insurance, tax, retirement, and college planning. They generally limit their investment advice to mutual funds, fixed income securities, exchange-traded real estate funds, insurance products, equities, ETFs, and treasury inflation protected/inflation linked bonds.
Fee Structure
Firefly Wealth Management charges a percentage of your portfolio each year. The exact percentage will be listed in your agreement, but it will be between 0.5% and 1.5%. There is a minimum quarterly fee of $1,250.
