Assets Under Management
$7.5M
Number of Clients
21
Number of Advisors
1
Average Client AUM
$357K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
BeingFIT Financial, LLC offers financial planning, investment management, and tax planning/preparation. They aim to empower clients to be Financially FIT, and to be FIT in all aspects of well-being. They may recommend non-financial professionals to assist in achieving advisory Clients’ health and wellness goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fees negotiable for accounts over $5,000,001.
MA, United States