Farah Private Wealth Management, INC

Fee-Only (% of Portfolio)

Farah Private Wealth Management offers discretionary investment advisory services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit sharing plans. Farah Private Wealth Management does not provide financial planning or consultation services. The firm allocates investment assets based on client objectives and provides ongoing monitoring and review. They may recommend other professionals for non-investment implementation purposes, but clients are not obligated to use them.

Assets Under Management$85M
Clients127
Advisors1
Avg. per Client$670K
Avg. per Advisor$85M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Investment advisory fee is negotiable at Farah Private Wealth Management’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm