Fangorn Wealth Management offers advice on cash flow, budgeting, college funding, retirement, estate, and tax planning. They provide financial education and ongoing portfolio management. Fangorn does not manage bundled fee programs or include unmanaged assets in fee calculations. They work with individuals, high net worth individuals, small businesses, foundations, and charitable organizations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Fangorn Wealth Management requires financial planning services for smaller accounts. The firm's investment management fees are as follows:
- $1 - $100,000: Complimentary for financial planning clients
- $100,001 - $250,000: $2,000 per year, billed monthly or quarterly
- $250,001 - $750,000: 0.50% per year
- $750,001 - $1,500,000: 0.40% per year
- $1,500,001 - $3,000,000: 0.30% per year
- $3,000,001 - $6,000,000: 0.20% per year
- $6,000,001 - $10,000,000: 0.15% per year
- $10,000,001 - Above: 0.10% per year
Fees are billed monthly or quarterly, in arrears. Discounts are available for longevity, Vashon Island residents, veterans, medical professionals, and lawyers.
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