Investment Management

What's Included

Comprehensive Planning Package*

Independent & Fee Only Investment Selections

Custom Portfolios Built Around:​​
Outside Investments
Your Goals
Your Risk Tolerance

Quarterly Portfolio Review & Rebalancing

Tax Loss Harvesting
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*In order to manage your investment portfolio most effectively, we start with a holistic picture of your financial situation and goals. This is done and maintained through the Comprehensive Planning Package.​ 

Pricing

0.80% of Assets Under Management 

eg. $800 annual fee per $100,000 under FFP's Management