Effective Date: 5/1/24
At FFB Investments, we offer a range of investment advisory services to help you achieve your financial goals. Our services are designed to provide personalized investment strategies tailored to your individual needs. Below is an overview of our services pricing:
We offer an initial consultation to assess your financial situation, investment objectives, and risk tolerance. During this consultation, we will discuss our services and determine the best approach for your investment needs. The cost of the initial consultation is $200.
Our investment management services include portfolio construction, asset allocation, and ongoing portfolio monitoring and rebalancing. The cost of our investment management services is 5%, based on a percentage of assets under management (AUM).
We offer comprehensive financial planning services to help you create a roadmap for your financial future. Our financial planning services cover retirement planning, education planning, tax planning, and estate planning. The cost of our financial planning services is based on the complexity of your financial situation.
Our retirement planning services are designed to help you achieve your retirement goals and maintain your desired lifestyle in retirement. We will analyze your retirement income needs, evaluate your retirement savings strategies, and develop a personalized retirement plan. The cost of our retirement planning services is $1,500.
In addition to our core services, we offer a range of additional services, including investment research, tax optimization strategies, and legacy planning. The cost of these additional services varies depending on the scope and complexity of the work involved.
For a detailed quote or to learn more about our services pricing, please contact us: - Email: info@ffbinvestments.com
At FFB Investments, we are committed to providing transparent and competitive pricing for our services. We look forward to helping you achieve your financial goals.