Fangorn Wealth Management provides personalized financial planning and ongoing investment management services for individuals, families, small businesses, and charitable organizations. Fangorn Wealth Management helps clients navigate key financial topics such as cash flow and budgeting, college savings, retirement planning, estate planning, and tax strategies. The firm builds globally diversified, tax-efficient, and low-cost portfolios using a mix of passive and active investment strategies, including a core-and-satellite approach. Jesse O. P. Dungan serves as the principal and chief compliance officer for the firm, which operates with a legal obligation to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 0.80% |
| $250K - $750K | 0.50% |
| $750K - $1.5M | 0.40% |
| $1.5M - $3.0M | 0.30% |
| $3.0M - $6.0M | 0.20% |
| $6.0M - $10.0M | 0.15% |
| $10M+ | 0.10% |
Assets between $1 and $100,000 are complimentary for financial planning clients; assets between $100,001 and $250,000 are assessed a flat $2,000 per year.