Fenwick Investments manages investment portfolios and provides financial planning and consulting services. Fenwick Investments creates personalized investment strategies based on each client's specific goals, time horizon, and risk tolerance, and maintains the authority to make trades without asking first. Fenwick Investments also offers financial planning services covering areas such as retirement planning, taxes, college savings, and insurance, charged at an hourly rate. Additionally, the firm can direct clients to third-party money managers. Fenwick Investments limits its investments primarily to mutual funds, individual stocks and bonds, exchange-traded funds, and real estate investment trusts.
Assets Under Management$15M
Clients45
Advisors1
Avg. per Client$340K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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