PL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
1,289 clients
Average Client Portfolio
$791K average
Assets Under Management
$1.0B
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$2,500 - $15,000
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
Investment ManagementRetirement PlanningEducation PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
10 Independence Blvd, Suite 120, Warren, NJ, 07059
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Fountainhead Advisors
November 2016 - Present · 9 yrs 2 mos
Previous Registrations
AXA Advisors, LLC
February 2014 - October 2016 · 2 yrs 8 mos
AXA Advisors, LLC Broker
March 2013 - October 2016 · 3 yrs 7 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.