Fitzwilliams Wealth Management (FWM) offers financial planning and investment management. Financial planning covers retirement, insurance, estate, tax, education, and charitable planning. For investment management, FWM uses third-party sub-advisors to manage client accounts, tailoring portfolios to individual needs and monitoring them continuously. FWM was founded in 2021 by Fitzwilliams Financial, Inc.
Assets Under Management$110M
Clients428
Advisors6
Avg. per Client$270K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fee schedule is not negotiable, though Fitzwilliams Wealth Management reserves the right to reduce fees for special circumstances. Total fees charged to clients will not exceed 2% of the assets under management when a Sub-Advisor is utilized.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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