FAMA FIDUCIARY WEALTH LLC

Overview

Fama Fiduciary Wealth LLC is an independent, individually owned registered investment adviser that operates as a capital allocator for both high-net-worth individuals and institutional clients. The firm runs a fee model that includes a percentage of assets under management alongside hourly and fixed-fee arrangements, and it provides a mix of financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers. Fama Fiduciary Wealth also publishes periodicals or newsletters as part of its client communications. Investment activity tilts toward professionally managed public funds and mutual funds as the core portfolio building blocks, while the firm supplements those allocations with third‑party alternative managers—primarily real estate strategies—and annuities where appropriate. The adviser manages client portfolios on a discretionary basis and positions itself to select external managers when specialty exposure or non‑public strategies are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices