Fenwick Financial offers financial planning, investment management, and consulting services. Financial planning includes creating personalized plans and monitoring progress. Investment management is discretionary, based on client objectives and risk tolerance. The firm uses various investment instruments, including mutual funds, ETFs, equities, bonds, and cryptocurrencies. Consulting services address specific client objectives.
Assets Under Management$1.5M
Clients28
Advisors1
Avg. per Client$54K
Avg. per Advisor$1.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Growth/Income accounts are charged 0.50% annually for any account size. Child Account Planning services, if managed, are charged 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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