Fauchard Investments manages investment portfolios and provides personalized financial planning primarily for dentists, dental specialists, and their families. The firm offers discretionary portfolio management, retirement planning, cash flow analysis, tax-aware withdrawal planning, education funding, debt management, and specialized financial guidance for dental practices. Fauchard Investments operates independently and is compensated solely through fees based on the value of the portfolio managed, with no commissions or third-party product sales.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.95% |
| $1.0M - $20.0M | 0.38% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Optional schedules are available for larger households with at least $3,000,000 or $12,000,000 in assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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