Fortune Financial Group (FFG) offers financial planning and investment management services. Financial planning covers retirement, education, investment, estate, tax, insurance, employee benefits, cash flow, and debt management. Investment management involves creating a written investment policy and managing a portfolio of investments, primarily using mutual funds and exchange-traded funds. FFG also offers alternative investments. Financial planning is waived if FFG manages money in excess of $500,000.
Assets Under Management$140M
Clients174
Advisors3
Avg. per Client$810K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
AUM fees are negotiable for special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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