Fireplace Financial Inc. provides asset management services through third-party agreements with Morningstar Managed Portfolios. They also offer financial planning services covering various areas like retirement, education, insurance, and estate planning. Financial planning is offered for a flat fee, subscription basis, or hourly basis.
Assets Under Management$4.5M
Clients19
Advisors1
Avg. per Client$240K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:None
Fireplace Financial Inc. uses Morningstar Managed Portfolios for asset management. The total annual fee, covering both Morningstar's and Fireplace Financial's services, is a percentage of your portfolio:
- First $500,000: Up to 1.50%
- Next $500,000: Up to 1.20%
- Next $1,000,000: Up to 1.00%
- Over $2,000,000: Up to 0.55%
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