FPF Wealth provides personalized investment advisory services to help clients achieve their financial objectives through well-structured and risk-aware portfolios. FPF Wealth works with clients to understand their financial situation, time horizon, and risk tolerance. FPF Wealth may recommend investments in private placements. Focus Point Capital LLC may be used as a subadvisor for some accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $40.0M | 0.60% |
| $40M+ | 0.55% |
Fees may be negotiable. In addition to FPF Wealth's fees, you may also pay advisory fees to subadvisors, ranging from 0.3% to 1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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