FOUNTAINHEAD FIDUCIARY, LLC

Overview

Fountainhead Fiduciary, LLC is a small independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and small businesses. The firm acts as a capital allocator and also offers selection of other advisers when clients require outsourced or specialist capabilities. Its stated advisory services include financial planning, discretionary portfolio management and adviser selection, and it maintains industry affiliations with accounting and insurance professionals to support comprehensive client solutions. Investment preference is tilted strongly toward equities, with exchange-traded securities forming the dominant portion of assets. The firm identifies as an active ESG investor, indicating that environmental, social and governance factors are integrated into at least some portfolio decisions or product choices. Fee arrangements include both percentage-of-assets and fixed-fee structures, giving flexibility for typical wealth management engagements and planning work.

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Location & Offices