Assets Under Management
$6.6M
Number of Clients
28
Number of Advisors
1
Average Client AUM
$237K
AUM per Advisor
$6.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fountainhead Fiduciary offers discretionary investment management services tailored to individual client needs, including third-party manager selection. They also provide comprehensive financial planning, including estate planning services through a partnership. Fees are based on AUM or a flat fee for planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $5.0M | 0.01% |
| $5M+ | 0.01% |
Fees are negotiable.
VA, United States