FFG Retirement Counseling offers wealth management services, including financial planning and investment portfolio management. They create customized investment strategies using low-cost, diversified mutual funds and ETFs. FFG Retirement Counseling acts as a fiduciary, committed to acting in the client's best interest and mitigating conflicts of interest. They also provide financial planning services, which may include a formal financial plan or specific consultations.
Assets Under Management$220M
Clients156
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1000K | 1.05% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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