Fierce Financial Group (FFG) creates and manages investment portfolios for individuals and trusts. FFG offers three investment approaches: Active, Passive, and Hybrid. The firm starts by understanding your financial goals, risk tolerance, and investment experience to create a tailored investment strategy. FFG monitors portfolios and adjusts them as needed to stay aligned with your goals. FFG does not provide comprehensive financial planning as a standalone service but may provide complementary financial planning services upon client request.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
This is the fee for Active Investment Management. Passive Investment Management is 0.80% per year. Hybrid Investment Management is 1.40% per year. FFG recommends a minimum account value of $1,000,000 for Active Investment Management Services.