Fountainhead Fiduciary (FF) offers investment management services tailored to individual client needs, including establishing an Investment Policy Statement. FF also provides comprehensive financial planning services, including investment analysis, insurance analysis, estate planning, tax planning, retirement planning, and education planning. Through a partnership, FF offers estate planning services as part of ongoing financial planning. FF can also provide discretionary investment advisory services on the selection and termination of non-affiliated third-party money managers.
Assets Under Management$6.6M
Clients28
Advisors1
Avg. per Client$240K
Avg. per Advisor$6.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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