Fuster Financial Group manages investment portfolios and offers financial planning and pension consulting services tailored to each client's goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement and handles portfolio management, asset allocation, and ongoing monitoring. Fuster Financial Group can also utilize third-party investment managers to assist with client accounts. In addition to investment management, the firm provides guidance on general financial principles, insurance planning, tax planning, retirement planning, education planning, and estate planning. Services are available to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $200K | 1.60% |
| $200K - $300K | 1.50% |
| $300K - $400K | 1.40% |
| $400K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.45% |
| $10M+ | 0.20% |
Fees are generally negotiable.