Farnam Financial offers investment management through a wrap fee program and ongoing financial planning. Financial planning covers business planning, cash flow and debt management, education funding, executive compensation, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. They also offer employer retirement plan consultation and management services, and consulting services to other registered investment advisors.
Assets Under Management$160M
Clients81
Advisors4
Avg. per Client$2M
Avg. per Advisor$40M
www.farnamfinancial.com ·www.linkedin.com/company/farnam-financial ·www.youtube.com/@farnamfinancial
Fee Structure
Planning is included in investment management (also available separately)
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. The annual fees are pro-rated and paid quarterly in arrears based on the average daily balance of client assets.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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