Fenimore Asset Management, Inc.

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Total assets under management

$5,409,761,045

Total clients

576

69% high-net worth

Total advisors

of 43 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$9,391,946

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Fee options

Percentage

$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%

Other

Account minimum: $1,000,000

Disclosures

Business activities & affiliations

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.

Main office location

Fenimore Asset Management, Inc.

384 North Grand Street

Cobleskill NY 12043, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 518-234-4393

Advisors at this firm

Anne P

Series 63, Series 65

Cobleskill, NY

Fenimore Asset Management, Inc.

Palmer F

Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

Brendan S

Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

Jonathan M

Series 65, Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

Jesse K

Series 63, Series 65, Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

Christian S

CFA®, Series 63

Cobleskill, NY

Fenimore Asset Management, Inc.

Matthew L

Series 63, Series 65

Cobleskill, NY

Fenimore Asset Management, Inc.

Erin L

Series 63, Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

William W

Series 63, Series 65, Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

Kevin S

CFP®, Series 63, Series 65

Cobleskill, NY

Fenimore Asset Management, Inc.

Wahid N

Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

Shaun F

Series 63, Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

Ricki Lyn W

Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

James H

CFP®, Series 63, Series 65, Series 66

Bluffton, SC

Fenimore Asset Management, Inc.

Richard H

Series 66

Cobleskill, NY

Fenimore Asset Management, Inc.

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