Andrew Fama is a registered investment advisor at Fama Fiduciary Wealth LLC, based in Rochester, NY, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Fees negotiable for assets over $5 million.
Fee Estimator
Location
3445 Winton Place, Suite 242, Rochester, NY, 14623
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew owns a legal practice as an attorney since 1980, dedicating a few hours per week to it. He is also a licensed real estate broker since 1995, but spends minimal time on this activity.
Employment History
Current Registrations
Fama Fiduciary Wealth LLC
State Registrations1 state
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