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.
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
Jonathan owns a local retail business, City Slicker Sailing Club, which primarily sells t-shirts. He spends minimal time on this activity, mostly on weekends, owning, selling, and marketing t-shirts.