FIFIT LLC manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, and more. Financial planning involves working with a planner to develop and implement a plan, with ongoing recommendations. Fees are negotiable.
Assets Under Management$120M
Clients88
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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