Fierston Financial Group Inc

Fierston Financial Group, Inc. is a registered investment adviser established in 1989, based in West Hartford, CT. The firm specializes in managing client portfolios primarily consisting of no-load mutual funds, with $718,292,259 in regulatory assets under management as of December 31, 2022. Fierston provides continuous advice based on individual client goals and circumstances, offering discretionary portfolio management services. Clients can impose restrictions on advisory services and retain ownership of securities. The firm may also provide financial planning and consulting services separately. Fees for portfolio management services are tiered at 1.00% per year for assets up to $1,000,000 and 0.75% for assets above, charged quarterly. Minimum initial investment is $1,000,000, negotiable under certain circumstances. Fierston does not charge performance-based fees and acts as a fiduciary. The firm's investment strategies are rooted in Modern Portfolio Theory, focusing on diversified portfolios and long-term investment. Clients include individuals, high net worth individuals, pension plans, trusts, and corporations. Fierston does not engage in directed brokerage and provides quarterly account reviews. Clients may delegate proxy voting authority to Fierston. For any questions, clients can contact Seth B. Fierston, the Chief Compliance Officer.