Fama Fiduciary Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$99,876,488
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
59
69% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$1,692,822
About
The firm is a fee-only investment adviser that primarily serves individual clients and their families, while also accepting trustees, executors, qualified retirement plans, corporations, partnerships and small businesses. It manages discretionary portfolios (about $99.9 million in client assets for roughly 60 clients, per the brochure) and assists with account opening and transfers on custodian platforms.
The firm's investment approach emphasizes asset allocation, diversification and Modern Portfolio Theory, with portfolios built largely from no-load mutual funds and ETFs and occasional individual equity or fixed income securities. The adviser states a long-term, low-turnover philosophy that seeks to align allocations with a client’s risk profile, time horizon and income needs while avoiding excessive trading.
Notable distinctions include the adviser’s other professional roles: the sole owner operates an affiliated law practice and is a licensed real estate broker, and the firms share office space and occasionally cross-refer clients (disclosed conflicts and referral practices are addressed in the brochure). The firm also reports work with corporate/business clients, qualified retirement plans and other institutional-type accounts and has voluntarily subscribed to published fiduciary practices and adopted the CFA Institute’s Code of Ethics.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Website
Expertise
Wealth management
Passive / index investing
Occupation focus
Attorney
Fee options
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
Main office location
Fama Fiduciary Wealth LLC
3445 Winton Place, Suite 242
Rochester NY 14623, United States
Number of offices
1
Most active in
Fama Fiduciary Wealth LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 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.
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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.
-
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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