Five8 Financial (F8F) provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. F8F creates a plan to select a portfolio that fits your specific situation. F8F also offers financial planning, which can include investment, tax, retirement, education, debt/credit, risk management, and estate planning. Financial planning can be included with portfolio management or charged separately.
Assets Under Management$4.7M
Clients2
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$2.3M
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 | 1.25% |
| $500K - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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