Fenger Financial offers personalized investment advice and manages client portfolios based on their financial situation, goals, and risk tolerance. The firm primarily uses mutual funds and exchange-traded funds (ETFs). Fenger Financial also provides financial planning and consulting services, including advice on tax, retirement, and estate planning. Investment management clients receive financial planning at no additional charge.
Assets Under Management$15M
Clients102
Advisors1
Avg. per Client$150K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The firm may negotiate a lower advisory fee based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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