Finmentum offers financial planning and investment management services to individuals and families. Financial planning includes retirement planning, investment analysis, tax planning, cash flow planning, education funding, and risk management. Investment management is tailored to each client's goals and includes portfolio design, asset allocation, and ongoing monitoring. Finmentum is a fee-only firm and does not receive commissions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees may be negotiable based on account size, household complexity, services provided, or legacy client relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...