Fifit LLC

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Fifit LLC
CRD #307957
SEC #801-132542
CIK #
AUM 123.1 M (2026-03-10)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone346-901-4434
Address
Source [IAPD]
Total AUM ($M)
13010478522602010201520212027
Fees and Compensation — Form ADV Part 2A (3/10/2026) [Brochure]
Item 5: Fees and Compensation
Please note, unless a Client has received the firm’s Disclosure Brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the Client within five (5)
business days of signing the contract without incurring any advisory fees. How we are paid depends on the type of
advisory service we are performing. Please review the fee and compensation information below.
Investment Advisory Services
Our standard advisory fee is based on the market value of the assets under management and is calculated as
follows:

                       Account Value                                  Annual Advisory Fee
                       $0 - $1,000,000                                        0.50%
                   $1,000,000 and Above                                       0.40%

The annual fees are negotiable and are pro-rated and paid in arrears on a monthly or quarterly basis. The advisory
fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown
in the above chart resulting in a combined weighted fee. In this calculation we use your average daily balance and
do not include accrued interest in the calculation. For example, an account valued at $2,000,000 would pay an
effective fee of 0.45% with the annual fee of $9,000.00. The monthly or quarterly fee is determined by the following
calculation: (($1,000,000 x 0.50%) + ($1,000,000 x 0.40%)) ÷ 4 = $2,250 quarterly or (($1,000,000 x 0.50%) +
($1,000,000 x 0.40%)) ÷ 12 = $750 monthly. No increase in the annual fee shall be effective without agreement
from the Client by signing a new agreement or amendment to their current advisory agreement.
Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check. Accounts
initiated or terminated during a calendar quarter will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 15 calendar days in
advance. Since fees are paid in arrears, no refund will be needed upon termination of the account.
Financial Planning Services
This service is no longer offered as a stand alone service. Clients who are currently enrolled in this service will
remain active. Financial Planning will be offered on a fixed fee basis below:

               Net Worth (Minus Primary Residence)                                   Annual Fee
             $0 - $100,000                                                                $360
             $100,001 - $250,000                                                         $1,200
             $250,001 - $500,000                                                         $2,400
             $500,001 - $750,000                                                         $3,600
             $750,001 - $1,000,000                                                       $4,800
             $1,000,001 - $1,500,000                                                     $6,000
             $1,500,001 - $2,000,000                                                     $7,500
             Every additional $1 million in excess of $2 million                         $1,500

The fixed fee will be billed monthly in arrears and is negotiable. FIFIT LLC will not bill an amount above
$500.00 more than 6 months in advance. Fees for this service may be paid by electronic funds transfer or check.
In the event of early termination any prepaid but unearned fees will be refunded to the Client, and any completed
deliverables of the project will be provided to the Client and no further fees will be charged. Fees for Financial
Planning Services will be waived for Clients who are serviced in our Investment Advisory Services.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which
may be incurred by the Client. Clients may incur certain charges imposed by custodians, brokers, and other third
parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer, and
electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual fund and
exchange-traded funds also charge internal management fees, which are disclosed in a fund's prospectus. Such
charges, fees, and commissions are exclusive of and in addition to our fee, and we shall not receive any portion of
these commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for Client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).
We do not accept compensation for the sale of securities or other investment products including asset-based sales
charges or service fees from the sale of mutual funds.
Account Minimums and Types of Clients — Form ADV Part 2A (3/10/2026) [Brochure]
Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals, high net-worth individuals,
banking or thrift institutions, investment companies, business development companies, pool investment vehicles,
pension and profiting sharing plans, charitable organizations, corporations or other businesses, state or municipal
government entities, other investment advisers, insurance companies.
We do not have a minimum account size requirement.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 44 19.4
(b) Individuals (high net worth individuals) 43 103.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 0 0.0
Total 254 123.1
By Discretionary
Discretionary 254 123.1
Non-Discretionary 0 0.0
Total 254 123.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 123.1
Total 254 123.1
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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