Assets Under Management
$5.4B
Number of Clients
660
Number of Advisors
18
Average Client AUM
$8.2M
AUM per Advisor
$301.4M
Compensation
Fee-Only (AUM)
Fenimore Asset Management provides investment advisory services on a discretionary basis. They manage separately managed accounts, registered funds, and a private fund. They also provide non-discretionary model portfolios. Financial planning services are offered as an accommodation and are advisory only.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may vary based on strategy, fee negotiation, and changes in fee schedules over time.
384 North Grand Street, Cobleskill, NY, 12043