FNEX Wealth provides investment management services to individuals, high-net-worth individuals, families, family offices, businesses, and other institutions. FNEX Wealth manages client accounts using a disciplined investment process, focusing on marketable securities of U.S. and non-U.S. companies. The goal is to build, protect, and transition wealth.
Assets Under Management$100M
Clients61
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for accounts over $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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