Financial Asset Management Corporation (FAM) offers financial planning, consulting, and investment management services. FAM works with clients to identify their financial goals and provides recommendations and strategies for achieving those goals. FAM manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers. FAM also monitors the performance of accounts being managed by independent managers.
Fee Structure
FAM offers investment management services for a fee based on the amount of assets under management. In some cases, legacy clients are charged based on assets under management ranging from 0.60% to 1.00% annually. The fee is prorated for each capital contribution and withdrawal made during the applicable calendar quarter.