Fingerlakes Wealth Management provides investment advice and financial planning to individuals, families, and businesses. Services include managing investment portfolios, creating financial plans, and consulting on retirement plans for employers. Fingerlakes Wealth Management aims to help clients achieve their financial goals through investments and planning.
Assets Under Management$230M
Clients567
Advisors4
Avg. per Client$410K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$75K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.97% |
| $500K - $750K | 0.95% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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