Foundation Associates Asset Management (FAAM) offers two services: managing accounts with limited power of attorney, focusing on options and stocks, and providing research for clients who make their own investment decisions. FAAM's approach is technical, using chart movements and indicators. Services are offered to individuals and small businesses, tailored to their needs with potential restrictions on specific securities.
Assets Under Management$9.4M
Clients7
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$9.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. The firm also charges 10% of realized profits for investment recommendations only, available to qualified purchasers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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