800 Roosevelt Road, Building C, Suite 105 Glen Ellyn, Illinois 60137
630-942-9007
brad@fortunefinancialgroup.com

Pricing

FFG Fortune Financial Group

Our Pricing and Plans

Work With Advisors Who Are Independent and Objective. Our focus, first and foremost, is on our clients’ needs. There is no incentive for us to sell particular products or services. Nor are we tied to working with any particular investment managers.

To qualify for CFP® certification requires engaging in rigorous coursework, passing a 10-hour exam, and meeting continuing education requirements. In addition working with a CFP® ensures that fees for services are transparent.

What Does a Fortune Financial Group CFP® do for You?

What does Fortune Financial Group do for you

Pricing

Lets Get Started

Lets talk for 15 minutes and see if our ideas and plans match up to your goals.

One Hour Consultation

Lets Get Our Plan of action going. Advice and benefits on where to put your money.

Life Planning Month to Month

Your full financial Plan. A month to month plan for your connivence.

Life Planning Full Year

A Full year of Financial planning. Unlimited Meetings and Consultation for a full Year.

$0 Introduction

$250 Per Hour

$1800 + $150 a month after

$2500 Annually

Our Best Value

For an annual fee of $2,500 (payable to FFG): “unlimited service” financial planning retainer for the fiscal year from which point they signed their Agreement. In certain situations this fee may be negotiable and a different offer may be defined based on the prospective client’s situation. In this case, it would be spelled out in the client Agreement.

Investment Accounts of $250,000 or more that FFG is managing and charging an asset management fee.

All financial planning services are included in the asset management fee.

Areas of Financial Planning  – Investment Management Fees

1. Establishing an Investment Policy Statement
2. Designing a Suitable Portfolio Structure
3. Selecting appropriate Investment Managers
4. Reporting of Portfolio Performance.
 

An asset based fee, ranging from 0.25% to 1.0%, will be charged in advance for the asset management service.

The fee will be a percentage of assets monitored, payable quarterly. Fees will be calculated as follows:

Asset Management Fee Schedule – Assets Under Management (AUM) Annual Fee (% of Assets)

$100,000 to $1,000,000,00         1.0% (.25% per quarter)

$1,000,000 to $2,500,000             0.75% (.1875% per quarter)

Greater than $2,500,000                       0.50% (.125% per quarter)

These fees Negotiable: AUM fee for special circumstances as determined by FFG.

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