Fahey Financial offers financial planning and consulting services to individuals, pension plans, trusts, estates, and businesses. Fahey Financial does not manage client assets directly but may recommend third-party managers. Financial planning covers areas like personal finances, taxes, retirement, and investments. Consulting services offer advice on specific topics like estate planning or portfolio review. Fahey Financial also provides ERISA plan services.
Fee Structure
Fahey Financial does not directly manage investments. Instead, they recommend third-party investment managers. If you use one of these managers, you'll pay them directly based on their own fee schedule. Fahey Financial may receive a portion of those fees as a referral fee.
Fahey Financial has referral agreements with Blue Water Capital Management and AssetMark. Blue Water's fees range from 0.50% to 1.55% of your portfolio, depending on the amount invested. AssetMark may charge an initial consulting fee of up to 1% of any cash deposit or in-kind investment transfer of $2,000 or more. AssetMark also charges an ongoing annual fee between 0% and 1.35%, as negotiated between you and Fahey Financial.