Farview Management, based in Atlanta, offers discretionary portfolio management services tailored to clients' needs and investment objectives. They may invest client assets according to model portfolios, such as the Concentrated Long Term Growth Model Portfolio, which carries a performance-based fee. Farview primarily advises on equity securities, corporate debt, and ETFs.
Assets Under Management$6.2M
Clients20
Advisors1
Avg. per Client$310K
Avg. per Advisor$6.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.86% |
Fees are negotiable. Clients investing in the Concentrated Long Term Growth Model Portfolio will be charged a performance-based fee equal to a maximum of 25% of the annual return of the portfolio that is in excess of 6%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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