Farney Private Wealth Management (FPWM) provides financial planning, consulting, and investment management services. FPWM manages investment portfolios using mutual funds, exchange-traded funds (ETFs), private securities, and independent investment managers. FPWM also offers outsourced chief investment officer services to other investment advisors, providing investment research and model portfolios. FPWM tailors its services to individual client needs and objectives.
Assets Under Management$3.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee varies between 0.30% and 1.00% depending on the size and composition of a client’s portfolio, the type and amount of services rendered and the individual(s) providing the services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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