Face 2 Face Financial Planning (F2F) manages investment portfolios and offers financial planning services. F2F works with clients to create personalized investment plans based on their goals, risk tolerance, and financial situation. F2F offers investment management, comprehensive financial planning (ongoing), and financial planning on specific topics.
Assets Under Management$24M
Clients53
Advisors1
Avg. per Client$450K
Avg. per Advisor$24M
www.face2faceplanning.com ·www.linkedin.com/in/brian-face-crpc-a6597a29 ·www.facebook.com/face2faceplanning
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 - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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