FIT Wealth Management manages investment portfolios and offers financial planning services. Investment management is provided on a discretionary basis, investing in stocks, mutual funds, and exchange-traded funds. Financial planning includes risk and liability planning, income, debt, and cash flow analysis, education and retirement planning, and executive compensation planning.
Assets Under Management$120M
Clients177
Advisors3
Avg. per Client$690K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.85% |
Assets over $4mm are negotiated on an individual basis. Some legacy clients’ fees are charged in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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