Financial Investment Team (FIT) offers investment management, tax planning and preparation, and financial planning services. FIT helps clients coordinate their financial lives with their life goals, integrating investments across various accounts. Client input is crucial to the financial planning process and investment decisions. FIT manages investments and provides advice related to ongoing financial and investment needs, always putting clients’ interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
The firm may also charge some legacy clients pursuant to a different fee schedule: The first $250,000: 1.10%, The next $250,000: 0.95%, The next $500,000: 0.90%, The next $1,000,000: 0.85%. The firm may also provide financial planning services to its investment advisory clients, the cost of which may be included in its advisory fees.