Fulla Financial Planning provides financial planning and investment management services. Fulla is a fee-only firm, meaning it only gets paid by its clients for its services. Fulla develops a personal investment policy or plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets. Financial planning involves evaluating a client's current and future financial state.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Fulla Financial Planning charges an annual fee for investment management services.
- For clients with less than $600,000 in managed assets, the fee is up to $6,000 per year.
- For clients with more than $600,000 in managed assets, the fee is up to 1.00% of the value of the assets managed.
Fees are negotiable, and the final agreed-upon fee will be outlined in the client's advisory contract. The annual advisory fee is paid monthly or quarterly in arrears.
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