Fenwick Investments provides ongoing investment management based on each client's goals and risk tolerance. They create an investment policy statement for each client. Fenwick Investments also offers financial planning services, including investment planning, insurance, tax, retirement, and college planning. They primarily advise on mutual funds, stocks, bonds, ETFs, and other securities.
Assets Under Management$14M
Clients36
Advisors1
Avg. per Client$390K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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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