Assets Under Management
$186.4M
Number of Clients
531
Number of Advisors
4
Average Client AUM
$351K
AUM per Advisor
$46.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
FIT provides portfolio management, tax planning and preparation, and financial planning services. They tailor advice to client objectives and have discretionary authority over accounts. They may recommend investments where they also receive fees, creating a conflict of interest.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224