FFP Wealth Management provides financial planning and investment management services. FFP acts as a legal fiduciary, meaning they are legally required to act in your best interest. FFP offers advice on financial goals, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. The initial consultation is free to determine if their services are a good fit.
Assets Under Management$300M
Clients317
Advisors3
Avg. per Client$950K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Minimum annual fee of $3,750. Existing client relationships may have higher or lower fees. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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