Fiduciary Financial Planning Network (FFPN) provides ongoing portfolio management services based on individual client goals and risk tolerance. FFPN also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. FFPN primarily recommends equity-based mutual funds and ETFs with separate fixed-income funds.
Assets Under Management$160M
Clients747
Advisors5
Avg. per Client$220K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. For a limited time, fees may be up to 5.00% on the first $500,000, up to 2.00% on $500,001 - $1,000,000, and up to 1.00% on $1,000,001 and up.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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