Assets Under Management
$1.0B
Number of Clients
1,289
Number of Advisors
21
Average Client AUM
$791K
AUM per Advisor
$48.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fountainhead provides financial planning, investment management, and pension consulting services. Financial planning is tailored to individual needs and may include retirement, education, budgeting, and insurance review. They also offer services for ultra-high net worth clients, including tax planning and philanthropic planning. Investment management is offered on a discretionary or non-discretionary basis, often utilizing affiliated and unaffiliated sub-advisors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M+ | 1.05% |
Fees may be negotiable.
10 Independence Blvd, Suite 120, Warren, NJ, 07059