Fierston Financial Group (FFG) provides investment advice and manages portfolios primarily consisting of mutual funds. FFG creates investment plans based on clients' individual goals and circumstances. FFG also offers standalone financial planning and consulting services for a separate fee. FFG manages accounts on a discretionary basis.
Assets Under Management$1B
Clients315
Advisors5
Avg. per Client$3.3M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees and account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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