Advisor at Fenimore Asset Management, Inc.
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
Fenimore Asset Management, Inc.
Location
Cobleskill, NY 12043
Credentials
Series 66
Industry experience
25 years
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.85% $10,000,000+: 0.75%
Account minimum: $1,000,000
Fenimore Asset Management
2025 - Present (1 year)
Fenimore Securities, Inc.
2025 - Present (1 year)
Empower Financial Services, inc
2024 - 2025 (1 year)
Empower Advisory Group, LLC
2024 - 2025 (1 year)
TIAA-CREF Individual & Institutional Services, LLC
2018 - 2024 (6 years)
Tiaa
2018 - 2024 (6 years)
LPL Financial LLC
2001 - 2018 (17 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Cherry Valley, NY
West Financial Planning
Series 63, Series 65
Warnerville, NY
Blue Jean Financial LLC
Series 63, Series 65
Cobleskill, NY
Fenimore Asset Management, Inc.
Series 66
Cobleskill, NY
Fenimore Asset Management, Inc.
Series 66
Cobleskill, NY
Fenimore Asset Management, Inc.
Series 65, Series 66
Cobleskill, NY
Fenimore Asset Management, Inc.
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