Fama Fiduciary Wealth LLC

RIASEC RegisteredEst. 2013

Total AUM

$99.9M

Discretionary

$99.9M

100% of AUM

Avg account

$478K

Accounts

209

Employees

Advisory reps

Firm details

Headquarters: Rochester, New York
CRD number: 125627
Registered since: November 12, 2013
Website: famawealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.62%
Individuals10.02%
Corporations / Businesses0.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Fama Fiduciary Wealth LLC is an independent, SEC-registered registered investment adviser that began operating in 2013 as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional relationships and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and the publication of periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser does not characterize itself as an active ESG investor and is not a multi-state or newly formed adviser. Fama maintains industry ties with a law firm and a real estate broker, which may inform some aspects of client work where legal or real estate expertise is relevant. The firm also acts in a role that selects other advisers, indicating it outsources or partners with specialized managers when appropriate.