FITSHA Consulting LLC is a registered investment adviser based in Beverly Hills, Michigan, offering personalized financial planning and portfolio management services to individuals, high-net-worth individuals, trusts, estates, and business entities. FITSHA Consulting LLC helps clients map out their financial goals, retirement strategies, cash flow analysis, and tax considerations through standalone financial planning or ongoing portfolio management. For portfolio management, FITSHA Consulting LLC designs customized portfolios using exchange-traded funds, mutual funds, and individual stocks based on each client's specific objectives, time horizon, and risk tolerance. Additionally, the firm offers retirement plan consulting for qualified retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.85% |
| $1M+ | 0.85% |
Annual management fee for stock portfolios is 1.0%. Fees for amounts over $1,000,000 are negotiable. Minimum annual portfolio management fee is $300.