Financial Investment Team ("fit")'s Form ADV discloses 1.60% on the first $500,000, 1.35% on the next $500,000, and 1.10% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #145724), Financial Investment Team ("fit") is subject to fiduciary duty under federal law.
Financial Investment Team ("fit") is headquartered in PORTLAND, OR.
Financial Investment Team ("fit") serves 24 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, Financial Investment Team ("fit") offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
Financial Investment Team ("fit") manages $209 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, Financial Investment Team ("fit") serves high-net-worth individuals and institutional clients. View client details ↓