Advisor at Fama Fiduciary Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fama Fiduciary Wealth LLC
Location
Rochester, NY 14623
Credentials
Series 65
Industry experience
4 years
Andrew Fama is the sole advisor at Fama Fiduciary Wealth LLC, an independent firm based in Rochester, NY. He holds a Series 65 credential and has 25 years of experience with his firm. In addition to his work in financial advising, Fama operates a legal practice as an attorney and is a licensed real estate broker, both as sole proprietor. Fama Fiduciary Wealth LLC is a fee-only investment adviser serving individual clients, families, trustees, executors, qualified retirement plans, corporations, partnerships, and small businesses. The firm manages discretionary portfolios with an investment approach focused on asset allocation, diversification, and Modern Portfolio Theory, utilizing primarily no-load mutual funds and ETFs with a long-term, low-turnover philosophy aligned to clients’ risk profiles and income needs.
Based on Fama Fiduciary Wealth LLC
Fixed fees for account review services; amount agreed upon prior to service
$0 - $1,000,000: 0.95% annually $1,000,000 - $5,000,000: 0.55% annually $5,000,000+: Negotiable
Up to $450 per hour, negotiable
Fee-only: Fee-only advisory firm; no commissions or other compensation, no asset-based sales charges or service fees
3445 Winton Place, Suite 242
Rochester, NY 14623
New York
Fama Fiduciary Wealth
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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