SF
SF

Steven Fanger

28 Years of Experience
Wayland, MA

Steven Fanger is a registered investment advisor at F.F. Advisors, LLC, based in Wayland, MA, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 115 clients with $98M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
115 clients
Average Client Portfolio
$852K average
Assets Under Management
$98.0M

Fee Structure

F.F. Advisors' investment management fees are based on the value of your portfolio and are charged quarterly. The annual fee can be up to 2.00% depending on the complexity of the services, the amount of assets managed, and the overall relationship with F.F. Advisors. Fees may be negotiable.

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Location

103 Willow Brook Dr, Wayland, MA, 01778

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
F.F. Advisors, LLC
February 1998 - Present · 28 yrs 3 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.