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
12667 Alcosta Blvd., Suite 150, San Ramon, CA 9458, Suite 150, San Ramon, CA, 94583
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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