Fenimore Asset Management provides investment advice to registered funds, separately managed accounts (SMAs) for individuals, corporations, trusts, pension and profit sharing plans, and a private pooled investment vehicle. Fenimore may also provide financial planning services to SMA clients, covering areas like retirement, education, and estate planning. These planning services are advisory only, and clients are not obligated to implement recommendations through Fenimore.
Assets Under Management$5.4B
Clients682
Advisors19
Avg. per Client$7.9M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
The annual fee for a fixed income portfolio opened on or after October 21, 2013, structured at the request of the SMA Client, is up to .50% of fixed income assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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