Foguth Wealth Management (FWM) manages investment portfolios based on clients' individual needs and goals. FWM offers financial planning services covering topics like retirement, risk management, college savings, and estate planning. FWM also provides qualified plan consulting services to plan sponsors, offering both fiduciary and non-fiduciary services. FWM uses third-party managers for portfolio management services.
Fee Structure
Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.