Fama Fiduciary Wealth provides investment management services to individuals, families, trusts, retirement plans, and businesses. They build portfolios based on your risk tolerance, goals, time horizon, and financial situation. Portfolios typically consist of mutual funds and exchange-traded funds (ETFs), and may include individual stocks or bonds. They may refer clients to accountants or attorneys for tax or estate planning.
Assets Under Management$100M
Clients61
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Fees negotiable for assets over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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