We do not receive commissions, referral fees or any other incentives for selling financial products. This eliminates any conflicts of interest – we do what is best for you. Our fees are as follows:
Annual Retainer Calculation:
Our investment management services are 1% per year for the first $3,000,000 of assets, 0.75% on the next $2,000,000 and 0.5% on assets above $5,000,000. We have a minimum retainer of $7,500-$10,000 a year based on complexity. FIT Advisors only takes on clients who wish to sign up for both financial planning and investment management.
|Fee Breakdown (Annual)|
|Assets Under Management (AUM)*||Financial & Tax Planning Fee||Investment Management Fee|
|0 – $1,000,000||1% with a minimum of $7,500-$10,000 based on complexity||Included|
|$1,000,000 +||Included||1% on first $3M
0.75% between $3M and $5M
0.50% above $5M
*Assets under management include managed accounts, current employer retirement accounts, cost basis of rental properties and other assets that firm principal deems is necessary to be included in the calculation
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