Footprints Asset Management & Research (FAMR) offers continuous advice on investing client funds based on their Absolute Value Philosophy. FAMR manages advisory accounts on a discretionary basis, considering individual tax situations. FAMR focuses on long-term wealth creation (3-5 years minimum). FAMR's investment recommendations include exchange-listed securities, over-the-counter securities, foreign issuers, corporate debt, covered call options, and mutual funds.
Assets Under Management$42M
Clients100
Advisors3
Avg. per Client$420K
Avg. per Advisor$14M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Minimum of $200,000 of assets per account is recommended, but it is negotiable. Discounts may be offered to staff, family members, and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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