Fountainhead Advisors
Assets Under Management
$1.0B
Number of Clients
1,289
Number of Advisors
21
Average Client AUM
$791K
AUM per Advisor
$48.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fountainhead provides financial planning, investment management, and pension consulting. Financial planning is tailored to individual needs and may include retirement, education, budgeting, and insurance review. They also offer services for ultra-high net worth clients, including tax planning and private equity research. Investment management is offered on a discretionary or non-discretionary basis, often using affiliated and unaffiliated sub-advisors.
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
Location
10 Independence Blvd, Suite 120, Warren, NJ, 07059