Formynder Wealth Management (FWM) provides financial planning consultations and investment management. FWM helps clients evaluate their financial situation, goals, and risk tolerance. FWM may recommend third-party professionals but does not receive compensation from them. FWM offers ongoing comprehensive financial planning and project-based financial planning.
Assets Under Management$220K
Clients8
Advisors1
Avg. per Client$27K
Avg. per Advisor$220K
Fee Structure
Planning is included in investment management
Investment management is offered alongside ongoing comprehensive financial planning, which requires a monthly flat fee ranging from $200 to $3,000. You must engage in ongoing comprehensive financial planning or project-based financial planning to receive investment management services.
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