Foliage Financial Planning provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning services, including full financial plans and consultation services on individual topics. Foliage Financial may recommend third-party managers to clients and receives referral fees from them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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