FABCO Investment Advisors offers investment advice tailored to individual client needs, considering their goals, time horizon, and risk tolerance. They also provide financial planning services, billed separately, covering retirement, tax, estate, real estate, and college planning. Tax preparation services are also available. FABCO's investment advice is limited to publicly-traded equities, bonds, certificates of deposit, exchange-traded funds, American Depository Receipts, mutual funds, and real estate.
Assets Under Management$100M
Clients186
Advisors1
Avg. per Client$560K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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