Fountainhead Fiduciary, LLC
Assets Under Management
$6.6M
Number of Clients
28
Number of Advisors
1
Average Client AUM
$237K
AUM per Advisor
$6.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fountainhead Fiduciary, LLC offers tailored investment management services, comprehensive financial planning, and estate planning services through a partnership. They use questionnaires to understand client risk tolerance and establish investment objectives. Client accounts are monitored on an ongoing basis, with formal reviews quarterly and annual reviews of goals and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For example, the annual fee is 0.85% on the first $1,000,000. Financial planning fees are a flat fee up to $5,000, negotiated based on scope and complexity. Estate planning services have a minimum fee of $1,500, which can be integrated into the financial planning fee. A cash management account is available for an additional 0.10%.
Areas of Practice
Location
VA, United States