FIT Advisors provides tailored investment management and comprehensive financial planning. They start with understanding your goals, risk tolerance, and financial situation. They then create a personalized investment plan using model portfolios of mutual funds and exchange-traded funds. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, and taxes. FIT Advisors may use Dimensional Fund Advisors LP as a sub-advisor.
Assets Under Management$67M
Clients54
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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