Farrauto Wealth Management, INC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Farrauto Wealth Management (FWM) provides financial planning and investment advice. FWM manages investment portfolios for individuals, high net worth families, and business owners. FWM creates financial plans that provide advice on asset allocation, tax planning, retirement planning, and estate planning issues. FWM offers asset management services on a discretionary and non-discretionary basis.

Assets Under Management$27M
Clients64
Advisors1
Avg. per Client$430K
Avg. per Advisor$27M

Fee Structure

Farrauto Wealth Management's (FWM) annual investment management fee ranges from 0.50% up to 2.65% of the value of your portfolio. The fee is negotiable and depends on the representative, the size of your account, the types of assets, the complexity of your portfolio, your financial situation, and the level of trading activity. The fee is paid monthly or quarterly from your account.

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Location

1 Advisors at this firm

Farrauto Wealth Management, INC | TrueAdvisor