- Financial District, Palm Beach Gardens, 3801 PGA Boulevard, Suite 600
- (877) 653-9239
- info@ffglobalcap.com
fees & pricing
What you want to do with your money is unique to you
SIMPLE LIKE NEVER BEFORE
Fees and Pricing
An FF Global Capital relationship starts with a consultative, individualized approach, addressing your financial needs, including retirement planning, education savings, and insurance.
Personalized
Solutions and Costs
Just like our personalized portfolios fit your investment needs, we also have a personalized fee structure that is matched specifically to you. There is no one-size-fits-all answer to, “How much will an advisor cost?”
It’s essential that you understand all of the costs and fees of our services and how your fees will best fit your investment solution. Some of our clients will pay on a per-trade basis (commission based) and others will pay a percentage of their assets annually (fee-based), either is possible and only one is best for you. We will discuss your options giving you the best options to make an informed decision.
Your Decisions Determine Your Customized Fee Structure
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How much involvement do you want to have?
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What types of investments will you choose to own?
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How much monitoring and communication do you prefer?
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How Much Money Do You Wish To Invest?
Account Types
Your decisions help determine the right account type
Brokerage Account
You pay commissions when you buy and sell certain investments, and some investments may have internal expenses. Commission schedule
Your financial advisor may offer education, advice and recommendations, and you make the yes/no decision for buys and sells.
You have the option to use our guidance as a framework.
Mutual funds, ETFs, stocks, bonds, CDs and annuities.
You work with your financial advisor to review your account.
Using our investment advice as a framework, you work with your financial advisor to determine if, when and how you will make changes and rebalance.
You’ll receive regular statements, and your financial advisor will contact you with updates and investment ideas.
Advisory Account
A quarterly fee based on value of assets invested will be assessed. Securities are purchased commission-free. The program fee ranges from 0.15% to 2.5% based on total asset. Fee schedule
Your financial advisor helps you select a portfolio model based on your situation, and we invest your account based on the portfolio you select.
Based on your goals and comfort with risk, you will choose from a number of professionally designed and managed models that align with our guidance.
Your portfolio will contain a select mix of mutual funds, ETFs and/or separately managed allocations (professionally managed individual stocks and bonds).
Teams of portfolio analysts design, monitor, look for tax management opportunities and adjust your portfolio, keeping you and your financial advisor informed.
Your account will be automatically rebalanced when it drifts too far from your model’s targets.
You’ll receive statements and have access to performance reports, and your advisor will work with you at least annually to review your progress.
Wealth Planning
Investable asset: $2,000,000+
A flat planning fee begins at $3,000 based on complexity of the planning subject. Or flexible hourly consultation at $350/hour.
Whether is education funding, retirement planning or estate planning. We help you develop or prioritize the goal together.
We work together with your attorney or tax advisor when needed to provide you with a holistic approach.
Either is portfolio management or tax planning team, we help put your financial plan into action.
Unlimited number of meetings may be scheduled when needed to assist you with success.
You’ll have access to a powerful platform to monitor your financial plan and investment in real time. Comprehensive report will be provided on annual basis.
*Other fees may apply.
