Beingfit Financial
Assets Under Management
$7.5M
Number of Clients
21
Number of Advisors
1
Average Client AUM
$357K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BeingFIT Financial, LLC offers financial planning, investment management, and tax planning/preparation services. They aim to empower clients to be Financially FIT and well in all aspects of well-being. Clients are placed into planning programs matching their financial life and service level.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fees are negotiable for accounts above $5,000,001.
Fee Estimator
Ongoing Comprehensive Financial Planning (includes financial planning, investment management, and tax preparation) has a non-refundable upfront charge of $1000-$3000 and an ongoing annual fee of $4000-$24,000. Ongoing Basic Financial Planning has a non-refundable upfront charge of $500-$1500 and an ongoing annual fee of $1200-$3000. Project-Based Financial Planning has a fixed fee between $1500 and $15,000. Hourly Financial Planning is billed between $250 and $750 per hour. Investment Management fees are based on AUM (see table).
Areas of Practice
Location
MA, United States