Farrar Wealth Management offers investment advice tailored to clients' needs. They provide portfolio management services, including discretionary authority to manage accounts. They also offer financial planning and consulting services covering areas like asset allocation, retirement planning, and estate planning. Clients may receive complimentary financial planning with portfolio management services.
Assets Under Management$21M
Clients112
Advisors1
Avg. per Client$190K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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