Financial Investment Team ("fit")
Assets Under Management
$186.4M
Number of Clients
531
Number of Advisors
4
Average Client AUM
$351K
AUM per Advisor
$46.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Investment Team (FIT) provides a range of investment advisory and financial services, including portfolio management, tax planning and preparation, and financial planning. They tailor advice to each client's objectives, integrating investments across various accounts. Client involvement is crucial, and the firm acts as an objective advisor, prioritizing client interests.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
The firm may also charge some legacy clients pursuant to a different fee schedule.
Fee Estimator
FIT charges a monthly fee based on a percentage of assets under management. They also offer financial planning for non-advisory clients at $500 per hour, with a minimum cost of $4,000 for a comprehensive plan. Tax planning and preparation services are offered, with the fee waived for investment advisory clients with household assets under management of $1,000,000 or greater. The minimum investment amount for establishing a new advisory relationship is $250,000.
Areas of Practice
Location
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224