Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M+ | 1.05% |
Fees may be negotiable. FAM provides direct management services for most clients and receives a negotiated portion of the above fee.
Fee Estimator
Fountainhead charges fixed fees for financial planning and pension consulting, ranging from $2,500 to $15,000. Investment management fees are based on a percentage of assets under management. Certain legacy clients are charged a Reporting & Administrative fee of up to $150 per account. Sub-advisory fees range from 0.10% - 1.0%.
Areas of Practice
Advisor Information
Office location
10 Independence Blvd, Suite 120, Warren, NJ, 07059
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is a named partner with his spouse in AHR Design, LLC, an interior design firm. He spends minimal time on this activity.