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Wealth Management

Our Fees

As fiduciaries, we are committed to avoiding or minimizing conflicts of interest, and putting our clients' interests first.

FAPA Financial is designed to efficiently coordinate the complexities of both short- and long-term financial strategies for pilots.

Assets Under Management Fee
Per Annum
Per Quarter
First $250,000
1.00%
0.25%
Next $250,000
0.90%
0.225%
Next $500,000
0.80%
0.20%
Next $541,666
0.60%
0.15%

Held-away 401(k) assets

Our fee is 60 basis points (0.60%) per year, billed quarterly.

Comprehensive Financial Plan

$1,900 one-time fee

*Waived for clients with $250,000+ to manage

*Any amount above $1,541,666 is capped at $20,000 per year

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