Fenul Wealth Management (FWM) is a fee-based investment advisor offering portfolio management and financial planning. FWM provides an initial free consultation to understand your financial situation and goals. For portfolio management, FWM can manage your investments with or without your direct input on each trade. FWM also offers comprehensive financial plans covering various aspects of your finances, as well as consultations on specific financial topics.
Assets Under Management$900K
Clients9
Advisors1
Avg. per Client$100K
Avg. per Advisor$900K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 3.00% |
| $150K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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