Finec Asset Management (FAM) offers asset management, research, and financial advisory services to individuals, high net worth individuals, trusts, corporations, and other business entities. FAM provides both discretionary and non-discretionary accounts, customized to each client's investment objectives, strategies, risk profile, and liquidity needs. Clients can impose reasonable restrictions on their accounts. FAM may recommend other professionals like lawyers or accountants.
Fee Structure
Finec Asset Management's fees for managing your investments are based on a percentage of the total value of your portfolio, typically ranging from 0.25% to 1.50% per year. A minimum fee of $400 per quarter applies. In specific cases, qualified investors may also pay a performance-based fee. Fees can be billed quarterly in arrears or paid in advance on a quarterly basis. Clients may negotiate fees.