Louis Fancher
Louis Fancher is a CFP, ChFC-designated registered investment advisor at 46 Peaks Investment Advisory Group, based in Newtown, PA, with 29 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 124 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1000K | 0.95% |
| $1000K - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Advisory fee may be negotiable, depending on individual client circumstances.
Fee Estimator
Location
760 Newtown Yardley Road, Suite 114, Newtown, PA, 18940
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Louis is a member of Anejo Investors, LLC, a real estate holding company co-owned with his wife. He also serves as treasurer for Pediatric Therapeutics, Inc., handling bookkeeping, invoicing, payroll, and taxes, dedicating about 10-20% of his time.
Employment History
Current Registrations
46 Peaks Investment Advisory Group
Previous Registrations
M Holdings Securities, INC.Broker
Kb Financial Partners, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.