FEFA Financial offers ongoing investment portfolio management based on your individual goals and risk tolerance. FEFA Financial creates a plan for each client, outlining their current situation. FEFA Financial also offers estate planning services. FEFA Financial may recommend unaffiliated investment managers or platforms for client portfolios. FEFA Financial also provides retirement plan advisory services to retirement plans and companies.
Assets Under Management$440M
Clients1,686
Advisors24
Avg. per Client$260K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
24 Advisors at this firm
Page 1 of 2