Fabian Degen is a CFA, CFP-designated registered investment advisor at Fmd Wealth Advisors LLC, based in White Plains, NY, with 1 years of industry experience. Fabian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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 are negotiable at the sole discretion of FMD Wealth Advisors. Clients also pay a one-time fee ranging from $1,500 to $10,000 for wealth management, and the firm generally requires a $4,000 minimum annual fee.
Fee Estimator
Contact
Fabian Degen
Location
169 Mamaroneck Avenue 2nd Floor #36, White Plains, NY, 10601
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Regulatory History
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
State Registrations1 state
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Exams
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