Fernwood Investment Management creates custom investment portfolios for each client, considering their time horizon, income needs, risk tolerance, outside holdings, and tax status. Fernwood manages various investment strategies, including stocks, bonds, mutual funds, exchange-traded funds, private equity, venture capital, real estate, and hedge funds. Fernwood aims for above-market returns with below-market risk.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Employer sponsored retirement plan assets (e.g. 401k, 403b, etc.) and 529 Plan assets will have an annual fee of 0.50%. Discounts may be offered at the discretion of the managing member.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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