At Financial Planning Fort Collins, we believe in being involved and giving back to our local and global communities.
As financial planners, we take pride in our ability to be influential in our clients’ philanthropic journeys. We find it important to communicate with our clients that they can personally give their time, treasure, and talent.
The members of our firm try to practice what we preach by giving back. We have personal philanthropic missions, and we encourage one another to schedule time to volunteer, donate blood, and participate in other philanthropic efforts.
We also come together as a team to determine how we can give to organizations as a way to honor our clients. Every December, we discuss which nonprofit organization to donate to on behalf of our clients. Here’s a list of nonprofit organizations that FPFoCo has supported in the past. We’re excited to see this list grow over time.
|Assets Under Management||Annual Fee|
|$0 - $1,000,000||0.60%|
|$1,000,000 - $3,000,000||0.50%|
|$3,000,000 - $5,000,000||0.25%|
|$5,000,000 and above||0.10%|