Fft Wealth Management

SEC-regulated
Registered investment advisor
FFT Wealth Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission, established in October 2009. The firm specializes in providing investment management, financial planning, and consulting services to individuals, investment limited partnerships, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. FFT offers discretionary and non-discretionary investment management services, tailored to clients' individual needs, with a focus on asset allocation optimization. The firm primarily allocates client assets among mutual funds, ETFs, third-party managers, and alternative investments. FFT may recommend the use of third-party managers and private investment funds, subject to client suitability. Clients are charged fees based on assets under management, ranging from 0.25% to 1.50%, or fixed annual fees. FFT does not participate in wrap fee programs and does not receive soft dollar benefits. The firm has not had any disciplinary actions or conflicts of interest related to client transactions. FFT provides ongoing monitoring of client portfolios and offers custody services for certain accounts. Clients may engage FFT on a discretionary basis, allowing the firm to make investment decisions without prior client consent. FFT does not vote client securities except in specific cases. The firm does not require prepayment of fees exceeding $1,200 in advance.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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