FITSHA Consulting
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About
Fitsha Consulting serves a mix of institutional and individual clients — including trusts, foundations, qualified retirement plans, other investment advisers, charitable organizations, and both high-net-worth and non-high-net-worth individuals — and provides financial planning, discretionary portfolio management, and retirement plan consulting. The firm’s retirement-plan work includes participant and plan-committee education and limited ERISA Section 3(21) fiduciary services.
The firm’s investment approach is centered on asset allocation and model portfolios composed of mutual funds, ETFs, and a securities portfolio that may include stocks (including small-cap and inverse/leveraged funds), with ongoing monitoring and periodic rebalancing; stock portfolios are reviewed daily while traditional portfolios are reviewed at least quarterly. Clients receive written financial plans and periodic disclosures (for example, summaries of material changes), and the firm discloses that it offers participant education and educational seminars/workshops as well as hourly planning engagements.
Distinctive aspects noted in the brochure include the firm’s recent formation with no reported assets under management and a sole-member structure, plus supplementary business activities: the member is a licensed real estate professional and may provide real estate and property management services and occasional engineering consulting, matters the firm discloses as potential conflicts of interest. The combination of serving both institutional plans and individual clients, offering participant education and seminars, and providing hourly planning options are features the firm highlights that are relatively uncommon among its regulatory peers.
Client services
Expertise
Fee options
Fixed fee for financial planning services from $250 to $1,500
Under $100,000 - $100,000: 1.0% $100,000.01 - $1,000,000: 0.85% Over $1,000,000+: negotiable
$100/hr to $400/hr
Minimum fee: $300 minimum annual portfolio management fee Fee-only: Financial planning fixed fees $250 to $1,500; hourly charges $100/hr to $400/hr; fees may be waived with portfolio management services
Main office
Beverly Hills MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Fitsha Consulting · Fitsha Consulting LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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