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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees listed are for accounts opened on or after October 21, 2013, in the Core Value Strategy and/or Equity Income Strategy, and the Small Cap Equity Strategy.
Fee Estimator
Fenimore charges an annual fee based on a percentage of assets under management for separately managed accounts. For accounts opened after October 21, 2013, the annual fee is 1.5% for accounts under $1 million, 1.00% for accounts between $1 million and $5 million, .85% for accounts between $5 million and $10 million, and 0.75% for accounts over $10 million. Fixed income portfolios have a fee of up to 0.50%. The minimum account size is generally $1 million, but this may vary.
Areas of Practice
Advisor Information
Office location
384 North Grand Street, Cobleskill, NY, 12043
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shaun is a part owner of an investment property and collects rent. He spends minimal time on this activity.