Fogarty Wealth Management offers investment management services, including variable annuity management, and financial planning to individuals and high-net-worth individuals. Investment strategies are tailored to individual client goals and risk tolerance. The firm also provides ERISA plan services to qualified retirement plans. Fred Fogarty, the owner, is also a licensed insurance agent.
Assets Under Management$140M
Clients150
Advisors1
Avg. per Client$900K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M - $3.5M | 1.00% |
| $3.5M - $4.5M | 0.75% |
| $4.5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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