Financial Asset Management CORP
Assets Under Management
$393.2M
Number of Clients
203
Number of Advisors
3
Avg. Portfolio per Client
$1.9M
Avg. Managed per Advisor
$131.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Financial Asset Management Corporation (FAM) offers financial planning, consulting, and investment management services. They work with clients to identify financial goals, gather relevant information, review the client's current situation, provide recommendations, assist with implementation, and monitor the plan. FAM manages investment portfolios on a discretionary or non-discretionary basis, primarily using mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers.
Fee Structure
FAM offers investment management services for a fee, which is determined by 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.
Areas of Practice
Location
26 South Greeley Ave, Chappaqua, NY, 10514