Farnam Financial, LLC is a registered investment advisor founded in 2019 and based in Phoenix, Arizona. The firm offers comprehensive investment management, ongoing financial planning, and retirement plan consulting for individuals, families, and business owners. Farnam Financial utilizes a passive investment management strategy focused on fundamental analysis, index funds, and exchange-traded funds. The firm also offers consulting services to other registered investment advisors and publishes educational retirement content.
Assets Under Management$160M
Clients81
Advisors3
Avg. per Client$2M
Avg. per Advisor$54M
www.farnamfinancial.com ·www.linkedin.com/company/farnam-financial ·www.youtube.com/@farnamfinancial
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.30% |
Fees are negotiable and calculated as a blended rate based on the average daily balance during the prior quarter.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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