Fawley Wealth International (FWI) provides ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. FWI creates an Investment Policy Statement for each client and constructs a plan to aid in selecting a suitable portfolio. FWI also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$2.1M
Clients2
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.65% |
| $2.5M+ | 0.65% |
Fees negotiable as a flat consultancy fee across total assets under management for accounts $2,500,000 and up.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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