Fagan Associates Inc. offers investment advisory services on a discretionary basis to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and for-profit business entities. Fagan Associates Inc. also provides financial planning services, which may include a review of all aspects of a client’s current financial situation. Fagan Associates Inc. was founded in 1989.
Assets Under Management$800M
Clients1,749
Advisors3
Avg. per Client$460K
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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