Areas of Practice
Divorce PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthInvestment ManagementRetirement PlanningTax PlanningWomen
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable. In addition to the asset based fee, the Client will be charged a one-time fee ranging from $1,500 to $10,000 depending on the complexity and needs of the Client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Fabian Degen
Location
169 Mamaroneck Avenue 2nd Floor #36, White Plains, NY, 10601
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Fmd Wealth Advisors LLC
February 2025 - Present · 1 yr 1 mo
State Registrations1 state
NY
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.
Contact
Fabian Degen