F

Family Faith & Finance Asset Management

Updated today

Total assets under management

$972,695

Total clients

4

25% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

4

Average account size

$243,174

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Flat fees for financial planning and consulting generally range from $3,500 to $10,000

Percentage

2.5% annually

Project-based

Hourly fee for financial planning and consulting is $200

Other

Account minimum: $500,000 Minimum fee: Minimum fee of $3,500 for written financial plans Fee-only: Financial planning and consulting charged on hourly or flat fee basis; hourly fee $200, flat fees range from $3,500 to $10,000

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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