FAO Wealth provides investment management services, creating investment strategies based on individual client goals and risk tolerance. FAO Wealth also offers services to retirement plans, acting as a limited scope fiduciary. Clients can impose restrictions on investments. Fees are negotiable and can be charged as a percentage of assets or as a flat fee.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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