Fully Financial offers wealth management services, including investment management and financial planning. Financial planning covers retirement, cash flow, college savings, insurance, tax, and estate planning. Investment management involves creating and managing portfolios based on client goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Fully Financial also offers corporate retirement plan services.
Assets Under Management$71M
Clients99
Advisors2
Avg. per Client$720K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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