Fountain Financial & Tax provides investment management services, creating investment strategies based on clients' goals, risk tolerance, and time horizon. Clients can place restrictions on investments. Jeff Fountain, the owner, also works as an insurance agent and tax preparer/attorney, which may create conflicts of interest, but these are mitigated by disclosures and a fiduciary duty to clients.
Assets Under Management$13M
Clients135
Advisors1
Avg. per Client$98K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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