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?
Lets Get Started
One Hour Consultation
Life Planning Month to Month
Life Planning Full Year
$250 Per Hour
$1800 + $150 a month after
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
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.