F
Fabco Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$109,123,419
Total clients
184
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
184
Average account size
$593,062
About
The firm provides ongoing portfolio management, standalone financial planning projects, and optional tax preparation services to individuals, high-net-worth individuals, trusts and estates, and small businesses. Tax preparation work covers individual (Form 1040) and trust/estate (Form 1041) returns and is billed separately from investment advisory engagements.
The firm builds individualized investment profiles based on client goals, time horizon and risk tolerance and favors a long-term approach that does not rely on short-term trading or market timing. Investment decisions are informed by fundamental, charting and historical analysis, accounts are reviewed monthly, and clients are offered an annual comprehensive review.
Distinctive features include managing over $100 million in discretionary assets while also devoting a portion of annual time to tax preparation (approximately 15%), and routinely working with clients’ estate attorneys and on real estate and college-planning matters. The firm may serve as trustee, executor or hold powers of attorney for clients (resulting in custodial relationships) and subjects accounts where it has custody to independent surprise examinations; it also reports no soft-dollar arrangements or performance-based fee practices.
Client services
Financial planning
Portfolio management
Tax preparation services
Expertise
General retirement planning
Roth conversion strategy
College savings (529s, UTMA, etc.)
General tax planning
Real estate investing
Fee options
1% annually
$150 per hour (financial planning projects)
Main office location
Fabco Investment Advisors, LLC
79 Oak Street
Newton Upper Falls MA 02464, United States
Number of offices
1
Most active in
Fabco Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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