Fagan Associates provides continuous investment management and financial planning services for individuals, high net worth individuals, trusts, estates, retirement plans, and business entities. Founded in 1989, Fagan Associates builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance using fundamental, technical, and cyclical analysis. In addition to managing investments, Fagan Associates offers financial planning covering cash management, insurance, retirement, estate planning, education funding, and tax advice, including income tax preparation where suitable. Fagan Associates manages all client accounts on a discretionary basis, meaning they make trades on behalf of clients without needing prior approval for every transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable based on aggregate family portfolio size, holdings, or pre-existing relationships. Minimum annual fee of $500 applies.