Fendz Asset Management offers personalized investment management and financial planning services. They work with clients to determine their investment objectives and risk tolerance, then develop a strategy to provide continuous investment advice. They also offer financial planning services, delivering written plans to help clients achieve their financial goals. Fendz may recommend third-party investment advisors and pension consulting services.
Assets Under Management$14M
Clients56
Advisors2
Avg. per Client$240K
Avg. per Advisor$6.9M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. At their discretion, Fendz may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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