F
FITSHA Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Roth conversion strategy
Charitable giving tax strategies
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 location
FITSHA Consulting
Beverly Hills MI, United States
Number of offices
1
Most active in
FITSHA Consulting has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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