Fenwick Investments, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,123,661
Total clients
31
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$455,602
About
Fenwick Investments provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, institutions, and pension plan participants. Services include ongoing investment supervisory services, preparation of client-specific Investment Policy Statements, retirement and college planning, and referrals to third-party money managers.
The firm typically uses fundamental analysis and a long-term investment approach to construct portfolios that reflect documented risk tolerances and time horizons, and it seeks discretionary authority to implement trades. Fees for ongoing supervision are charged as a percentage of assets under management while financial planning is billed hourly; the firm does not accept performance-based fees.
The firm’s principal holds insurance and mortgage licensing and may offer commissionable insurance products and mortgage services to clients, a relationship disclosed as a potential conflict of interest. Fenwick also works with pension plan participants and directs clients to third‑party managers under fee‑sharing arrangements disclosed in client contracts, and it requires clients to use the firm’s recommended custodian for execution and reporting.
Client services
Fee options
$1 - $100,000: 1.50% $100,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
$250 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Main office location
Fenwick Investments, Llc
35 Railroad Row, 4 Th Floor
White River Junction VT 05001, United States
Number of offices
2
Forms ADV
Quick links
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